ADVISOR - Revenue & Expense Statements: Navigating to My Files

ADVISOR - Revenue & Expense Statements: Navigating to My Files

Revenue and Expense statements are no longer available in Nexus. To view your new Revenue and Expense statements, please go to the Mutual Power Portal. Below are two routes to get there:
  1. Via the Power Portal 
    1. Click on My Files from the banner.
    2. Use the filter features to find the file you are looking for.
    3. Download the excel version of your Revenue and Expense Statement.
  2. Go directly to My Files and follow the same navigation outlined above.
If you are also a Hybrid client, your Revenue and Expense statements can now be found here as well, in addition to other important Client Compensation related documents, such as annual 1099 forms. 
If you cannot access the Portal, please submit a case to Technology.
To grant or revoke admin access to My Files, please submit a case to Technology and include the applicable rep code and the name of the admin whose access should be added or removed.

See example:



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