Introducing G2.ai, the future of software buying.Try now

Why are we unable to analyze brokerage/mutual funds account statements?

documents are rejected when uploaded for brokerage accounts/mutual fund accounts
1 comment
Looks like you’re not logged in.
Users need to be logged in to answer questions
Log In
Ocrolus
Official Response
Ocrolus
TC
Digital Marketing Manager
0
Thank you for your feedback, Heather! We do support portfolio (brokerage/mutual fund) statements via our API, and are working to support those in our web application as well. This support includes net asset value of the account, as well as asset allocation across asset classes to help lenders verify cash deposits and assets. We do not support position (e.g. individual security) or fund-level itemization at this time.
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply