As another benefit of the technology suite Dunham provides for you and your clients, the second quarter video statement is now available.
What is the Personal Investment Video Statement?
The Personal Investment Video Statement presents your client’s portfolio balance at the start of the quarter (April 1, 2021) and the balance at the end of the quarter (June 30, 2021).
The video recaps what we view as the most notable economic events that occurred this quarter, involving domestic markets, international markets, and the bond market. This quarter, we specifically looked at the reopening of the economy, the effects of inflation, and the Federal Reserve’s plans for the future.
Accessing the Personal Investment Video Statement
Each video is shared through a secure link, viewable only to the client themselves. If your client has questions about how to access their video, they can follow these steps:
- Click "Login" in the upper right corner of the Dunham website and enter your login information
- Once you're logged in, click "Go To Portal"
- In the left corner of your dashboard, select "Documents"
- Under categories, select "Video Statements"
- Select "2021 2nd Quarter Statement" to view your statement
If you or your clients have any additional questions regarding the Personal Investment Video Statement, please contact your Regional Marketing Associate or Dunham Customer Care at (800) 442-4358.
We Want to Hear From You!
After you view the video statement, we invite you to let us know how you liked it and your thoughts on how we can improve upon it. To provide your feedback, please fill out the survey below.Subscribe to the Dunham Blog