Guide to Accessing and Downloading Account Statements from Justwealth

This guide provides a straightforward process for accessing and exporting account statements from Justwealth, making it easy for users to manage their financial documents.

Justwealth Team
7 steps
45 seconds

Justwealth

Navigate to [https://www.justwealth.com/](https://www.justwealth.com/)

Click "Client Portal" under "Account Access"

Enter your Email and Password.

Click "Documents"

Investment Statements will show by default. Click on the statement you would like to download.

Note that you can use the Select Year dropdown to view data from past years - just select the year and hit the magnifying glass icon to show available statements for that year.

Click "DOWNLOAD" to download a specific statement to your computer. The file will be sent to the "Downloads" folder on your computer. Note that you will need a program capable of viewing PDF files in order to open, display or print your downloaded file.