Show Notes
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:
- Why do we provide annual statements instead of monthly statements?
- Why do we wait until the end of March to publish the annual statements for the previous year?
- Will I receive a 10-99 R?
- Will I receive Form 5498?
- 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
