Send a statement.

One recent monthly processing statement, all pages. You'll have a line-by-line breakdown back within two business days.

Choose a file or drag it here All pages, including the fee summary at the back

    More than three pages scattered across files? Combine them into one PDF first — it keeps everything together on our end.

    We use your statement to prepare your analysis and nothing else. We never ask for bank credentials, and you're under no obligation to switch anything.

    Got it — your statement is in.

    We'll confirm by email shortly and have your breakdown back within two business days. If anything's missing from the statement, we'll ask before we start rather than guess.

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