Fund Statements - One PDF for ALL statements regardless of statement type
We would like to have one pdf of all the fund statements for the quarter as a backup. Unfortunately, the "Print All" option on Fund Statements only produces a pdf for those funds with "paper" statement type. The only way to get a pdf for those funds with "online" statement type would be individually downloading them one by one....not practical. Please provide a way to "Print All" regardless of statement type.
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David Weisz commented
Christine, there is a workaround for this issue. Here are the steps we took:
1. Create an "administrative" fund advisor (ours is titled DuPage Foundation Administrator)
2. Attach all funds to the new advisor
3. Set the statement type for the new advisor to paper.
4. Run fund statements and click print all - you will see a PDF statement for all of your funds.Hope this helps.