Below is the step-by-step process to learn how to upload & download documents to & from ModestSpark:
| Once signed in to ModestSpark, you will be directed to your main Portfolio Summary, which may look similar to this: |  |
| On the top-right-hand corner of the Statements page, find the “Past Statement” dropdown menu, which includes your account’s yearly reports. |  |
| By selecting the 1-3-5 Year Report option, you’ll be able to view a breakdown summary of your portfolio as well as your account’s performance over time. |  |