Log in to the Portal: Log in to the Beneva platform by selecting “Beneva SSQ” and entering your user ID.
Access Reports: From the main menu, click on the “Report” (Rapport) tab.
Filter Results:
Individual Advisors: Select “By Number” (your advisor code will appear).
Corporations/Teams : It is recommended to select “By Name” to easily identify specific team members.
Select Report Type: For better efficiency, we suggest choosing weekly reports over daily ones:
Weekly Summary: For a condensed version.
Weekly Compensation Statement: For the full, detailed version.
View or Download: Click on the desired report. You can then view it on your screen or download it to your computer.
Search by Report Number (Special Cases): Pay attention to emails from Beneva. If they mention a specific report number (e.g., for book transfers), look for that unique ID in your report list to find the specific document.
Annual Statements: You can also find your Annual Compensation Statements in this section by verifying the name and the relevant year.
