To view your TPISuitcase statement, enable pop-ups in your browser. Log in to TPISuitcase, go to “Commissions” > “My Statements” or "My Associate Statements"> “View Statement.” Click “Export Statement”—you’ll get an email with a link or attachment to download an Excel file. Save as PDF via “File” > “Save as Adobe PDF.” For associate advisors, use tabs to save statements separately. Totals must be calculated manually; combined reporting is coming soon. If you need help, please reach out to LnD@tpionline.com.

TPISuitcase: Viewing Your Statement

Introduction to Viewing Statements

Accessing and Downloading Statements

Saving and Exporting Statements

Calculating Total Sales

Conclusion and Support

https://synthesia-ttv-data.s3.amazonaws.com/video_data/3d2faf4c-0277-4e93-aeef-082bee624aab/versions/3/audio/subtitles.srt?response-content-disposition=attachment%3Bfilename%3D%22TPISuitcase%3A%20Viewing%20Your%20Statement.srt%22&AWSAccessKeyId=AKIA32NGJ5TSW5HNK25Z&Signature=r4zjuJFM31MTpZrbG4IHl8U6vWI%3D&Expires=1765846981