Skip to main content

Statements & Documents

Updated over 8 months ago

To view any of your plan account statements, click on the Statements option in the main navigation menu.

Screenshot 2024-10-17 at 5.11.45 PM.png

To view a list of documents and tax slips available for download, click on the Documents option in the main navigation menu. You can filter the list by Document Type in Table Settings.

Screenshot 2024-10-17 at 5.11.16 PM.png

Please note:

Q. When are monthly statements available, and what information do they include?

A. Monthly statements are generated approximately 2 weeks after the end of each month. Statements will only reflect the contributions and transactions from the previous month.
For example: The mid-December monthly statement run will only include information for your November contributions not any December contributions.

If you have questions requiring further assistance, please reach out to LINK Support at
help@link-plans.com, or call us at +1 (844) 707-3700.

Did this answer your question?