In this article, you will find helpful information on how to upload monthly statements directly to your portal.
As a client of Club Capital, we want to make sure that we deliver your monthly financial reports on time every month. The reports are set to come out on the 20th of every month and clients are notified via email that their reports are ready for them to review.
In order for us to provide clients with the most accurate reports every month, we require our clients to upload their compensation and deduction statements once a month, when its available.
The link provided below will help to show clients exactly where and how to upload their required statements every month.
https://www.loom.com/share/fa452e4fc8ed491e9f9e9b600c9300a6
We at Club Capital hope that you find this article useful and helpful but if you ever need further assistance, please feel free to reach out to one of our team members.
Sincerely,
The Club Capital Team