You should receive the statement in up to 10 working days after request. However, if you do not get the statement, use the following FORM

Note: The details should be the same as on the POI and POA documents that you have provided for account verification.

Form contents –
1. Your First and Last name
2. Your Date of Birth
3. Your full mailing address on file with your Capitalyze® account
4. Your Capitalyze® ID
5. Registered phone number