Statements & Verification Letters

Article author
Alex
  • Updated

Trade Confirmations & Statements

Trade confirmations and monthly statements provide an entire history of all the transactions that occurred on your Acorns account. Your monthly statements and trade confirmations are available from both the mobile app and webpage. To download these documents, please take the steps below:

For iOS:

  1. After logging in to your account, tap the menu (avatar) at the top left corner of your screen
  2. Tap "Settings"
  3. Tap "Documents and Statements"
  4. Tap the type of document you would like to view 

 

For Android and Web:

  1. To access our website go to Acorns.com on your computer or mobile web browser
  2. After logging in to your account, click on the menu (avatar) at the top right corner of the screen
  3. Click on "Profile & Settings"
  4. Scroll down to "Documents and Statements" on the left side of the screen
  5. Use the dropdown menu on the top right of the screen to select the type of document you would like to view

 

Verification Letters

A verification letter is generally requested by an organization, such as a bank, mortgage company, landlord, etc. These types of letters are used to verify a customer's current balance, account status, or other details about their Acorns account like beneficiary info or withdrawal/deposit confirmations.

A statement should be sufficient to fulfill these types of requests, however, sometimes we need to draft a document if the most recent statement has not been released or the current statement that is available is insufficient. In these instances, we will manually draft a new document for the customer with the information they need.

The letter types that we can manually draft and are usually requested are below:

  • Account Statement Letter
  • Balance and Account Ownership Letter Template
  • Beneficiary Verification Letter Template
  • Deposit Confirmation Letter Template
  • Overdraft Fee Letter Template
  • Acorns Checking Activity Verification Letter Template
  • Withdrawal Confirmation Letter Template
  • Account Closure Confirmation Letter

In the event that a specific verification/confirmation letter is required, please provide a detailed request to our Support Team and we will be happy to help! 

 

 

Was this article helpful?

0 out of 1 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.