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How will I get information about my BrightFolio account?


In your dashboard, you can see:
• Your portfolio’s asset allocation and progress towards your goal
• Your portfolio’s past performance with us since opening the account
• A timeline of all the actions we've taken to help improve and manage your portfolio
• Account-by-account portfolio holdings

The custodian associated with your BrightFolio account(s), National Financial Services, LLC, will provide account statements and end-of-year tax documents via the Document Center in SunTrust Online Banking.