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How to print a Statement as PDF

Use the available print action for a Statement without assuming unsupported PDF behaviour.

Statements and Financial Insights use different output workflows. This article covers only the print action available from an open Statement.

Print the open Statement

  1. Open the client and go to Statements.

  2. Select the Statement you want to review.

  3. Confirm you are looking at the intended client and Statement.

  4. Use the print action shown on the page.

  5. Follow the prompts presented by your browser or workspace.

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