Request for a Physical AMC statement, if not received

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