Overview
You can download all year-end reports at once or individually after completing the rollover process. This ensures you have secure access to the reports through an email link for easy retrieval.
Steps
- Click Download Reports and enter an email address, or select individual report links next to a bank account.
Outcome
You have saved the full year-end report set for the completed accounts.
Troubleshooting
- No links shown - verify the account is in Rollover Complete.