Statements Available
December 2022 account statements are now available for viewing and download from your organization’s online client portal under Statements and Documents. UCF’s new portal, Innovue, offers new features and functionality that our previous online portal did not, and we encourage you to watch a video tutorial we’ve created with tips to help you navigate the portal, along with a step-by-step guide and an FAQ document. You can view all those resources here.

Statement Contents
Please note that there are three December 2022 statements posted to the portal – one annual, one quarterly and one monthly. The December 2022 annual and quarterly statements provide year-end information, including income paid or reinvested and account activity as of November 1, 2022 (the start date of the online portal). Note that Innovue will capture information for all quarters on a go-forward basis, and future quarterly reporting will include full quarterly account activity.

Still Need to Log in to Innovue?
As a reminder, each institution (not individual) was sent login credentials and a temporary password for accessing the portal in early December 2022. While most UCF clients have logged in, if your institution has yet to log in, or you are unsure of your login credentials, we encourage you to contact UCF’s Institutional Relationships team at the contact information below.

A Word of Thanks
We understand your frustration and apologize for the delay in our usual reporting timeframe, which was due to minor issues that arose from the migration to the new client portal and a holiday season that impacted our ability to respond in a timely manner to client requests. Rest assured that we have achieved solutions to those issues, and do not believe we’ll face similar delays in the future. Our team at UCF has been working around the clock, including holidays, evenings and weekends, to reduce delays in replies to emails and voicemails, and to provide for the daily processing of accounts, posting income and providing statements. We are grateful for your patience and understanding, and please know that we take very seriously our responsibility to provide timely and accurate communication and account reporting.

Should you have additional questions, or just need to hear a friendly voice, you can reach our Institutional Relationships team at [email protected] or use the contact forms below.

Vice President, Institutional Relationships

Contact Matt Wagner

Please use the form below to send us your inquiry and we will get back to you as soon as possible.

    Executive, Institutional Relationships

    Contact Stacey Pettice

    Please use the form below to send us your inquiry and we will get back to you as soon as possible.