Commission statements

To generate a commission statement, from the “Report Manager” screen, select Commission reports and Commission Statement in the Category and Name fields shown below.

Agent Code: Enter the last 4 digits of you advisor code.

Dealer Code: The field is by default set to 7682. For 3501 commission statements, you must modify this field.

Pay Period #: Enter the pay period you wish to view starting with the year followed by the pay period. I.E the1st pay in January 2022 would be 202201.