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Client Reporting

Four times a year, our clients receive a comprehensive portfolio statement, along with The Cardinal Quarterly, our newsletter. Clients will also receive monthly statements as well as all trade confirmations directly from the custodian.

As a referring advisor, you will have access to the Advisor portal on our website where current statements may be accessed so that you may review your clients' accounts at any time. Quarterly statements, year-end reporting and any other additional reports you may require are saved in your personal online directory.

With client approval, advisors can receive copies of all communications from us, including monthly statements and all trade confirmations directly from the custodian.