The Statements page lets you generate and download investor documents for your fund account.

Account statements

Use Generate Statement to create a statement for a selected date range. Choose the start and end dates carefully, then generate the document. Demo Generate Statement modal showing date range controls When the statement is ready, download it from the ready screen or from your statement history.

Dividends summaries

If your account has dividends, the Tokenee Fund Platform may also show a Dividends Summary option. Use it to generate a document focused on dividend activity. If you have no dividends, this option is hidden.

Document history

Generated documents appear in the list after they are created. Use the download action to retrieve an existing document instead of generating a duplicate when the existing date range already matches what you need. Demo Statements screen showing generated documents and download actions

Troubleshooting

If generation fails or the document does not appear, try again after a short wait. If the issue continues, contact your fund administrator.