Advisor Statements

We've received many requests from advisors for a formal earnings statement feature to use for loan applications, rent agreements, etc. We're excited to share that Advisor Annual Statements are now live and available to download from your Keen account!

The Advisor Annual Statement is available on the Yearly Summary page as a downloadable PDF file. You can print and save this file to use as needed. You can also find a Monthly Statement on the Transaction Details page.

This document contains many pieces of useful information including:

  • your annual earnings and relevant transactions
  • payable name and address
  • other helpful details

As you prepare your tax documentation, please note that going forward, we will not be providing a supplemental letter now that advisors have access to the Annual Statement (available on the Yearly Summary page) as a downloadable PDF file.

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