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- Log in to the Portal: Access your advisor account on the Ivari website.
- Access Dashboard: Once logged in, go to the “My Business” section.
- Commissions Section: Under the “Advisor tool” menu, click on the “Commissions” link.
- Search and Filter: On the commissions page, you can search and filter by:
- Advisor (for yourself or a team member).
- Date (e.g., selecting the October 3rd statement).
- Locate the Report: Find the specific statement you need from the list displayed.
- Download: Click on the report to download and save it to your preferred location.
