V. View Filters
Use the filters at the top of the Documents page to toggle between viewing Documents across All Plans or specific plans. The blue line indicates which filter is active.
W. Type Filters
Use the type filters here to display All Documents, Statements, Trade Confirmations, Tax Documents, or Plan Documents.
Note: Only types with documents will be displayed. For example, if you don’t have any Trade Con rmations, the Trade Confirmation type filter will not be displayed.
X. Date Filter
The date filter on the Documents page defaults to one year. You can use the date filter to change the dates for which you would like to see the documents.
Y. Download (PDF) Link
Click on the PDF link to view or download the document.
Z. Go to Forms Button
Click on the “Go To Forms” button to access the Forms library, which lists any generic forms that you might need to complete. For example, a Change of Address form.