To access our statement upload feature, please enter your Username and Password.
If you experience problems accessing this website, please contact Communications@DALBAR.com or 617-723-6400.
Webmonitor Award
Industry-leading communications that achieve a ranking of "Very Good" or "Excellent" are eligible for the DALBAR Communications Seal.

If earned, The Communications Seal may be used/displayed in marketing and promotional materials, on the company website, or used independently to promote this achievement.

It is now time to order DALBAR's 22nd Annual Trends and Best Practices in Investor Statements!
DALBAR's Trends and Best practices identifies the best investor statements in the industry, recognizing those firms that excel in creating informative, compliant, clear and concise client communications.

Click here to pre-order this report!
MORE DETAILS Click here to learn more about what is included within this year’s Trends and Best Practices Report and how to order the industry report as well as a gap analysis of your statement.

 Products & Services
Trends and Best Practices in Performance Reporting
State of the Industry: The Online e-Delivery Experience
DALBAR Profile
News at DALBAR
Copyright © 2020 DALBAR, Inc. All rights reserved
22nd Annual Statement Rankings
 Top 5 Brokerage
1 Pershing
2 Merrill
3 Morgan Stanley
4 Edward Jones
5 Raymond James