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Ventura Wealth Clients

Help topics

Does Ventura provide a verified P&L report?

Yes, Ventura provides a P&L report on the app and web platform. To access this report, follow these steps:
1. Log in to your Ventura account.
2. Go to Profile.
3. Click on Reports.
4. Select Equity / Mutual Funds Reports.
5. Choose Tax Report.
You can email the report to your registered email address.

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