We are pleased to provide this step-by-step guide to help you navigate your Portfolio Statement with ease.

Your Portfolio Statement provides details of all your Aligned Capital Partners Inc. (“ACPI”) accounts and is designed to present information in a clear and concise manner.

You will receive a Portfolio Statement on a quarterly basis. Monthly statements will be issued only when there has been eligible account activity during the preceding month (i.e., client-initiated transactions/ non-passive account activity).

Click on this link: ACPI Guide to Your Portfolio Statement to review the guide and connect with your Financial Advisor directly should you have any questions.