Check my balance

These are the steps for running an iWeb report that can show the balance in your research account:

1. Log onto The Bridge

2. Click on Financial Services

3. Click on iWeb Reporting System

4. Click on iWeb Financial Services Reports

5. Click on Research and Trust reports

6. Click on Statement of Account Since Inception

7. Select your Fund from the dropdown list. Leave all else as is.

8. Click Submit, OK, View these Reports