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- Log in to the Portal: Access the Humania Assurance Extraweb platform and log in with your credentials.
- Navigate to Documents Section: In the main menu, go to the “My Firm Space” or your designated advisor area.
- Consult Documents: Select the option “Consult documents” (View Documents).
- Select Statement Type:
- For the Firm: Select “Firm Payment Statement” for the entity’s global compensation.
- For an Individual Advisor: Select “Representative Payment Statement” for personal details.
- View the Report: Click on the desired document to display the report on your screen.
- Download: Once the report is open, use your browser’s options or the platform’s tools to save the file to your computer.