For a while, yes. However, financial statements are now also being saved to the Client Concierge portal under “Documents.” These documents are there permanently — they’ll never be deleted, so no need to worry about saving each one to your local desktop within 3 months or anything like that. We’ve got you covered — the reports will always be there for you.
The LBPM Client Concierge is current in beta, which means we’re still ironing out the wrinkles. Certain parts of the concierge are still under development, so you may see broken links from time to time. Feel free to submit a request to our Concierge staff if something doesn’t seem to be working properly.