Chris Trembly answers some questions clients have been asking us regarding the annual statement packages that we provide. If you are a client at PTC and have questions about statements, make sure to listen to this episode!

Client Questions:

1. Why do we provide annual statements instead of monthly statements?
2. Why do we wait until the end of March to publish the annual statements for the previous year?
3. Will I receive a 10-99 R?
4. Will I receive Form 5498?
5. Can I request a monthly statement?

If you have any questions about the client portal please reach out to our team, we are happy to help!

Coming soon: How to Video on Extracting Data from Client Portal