How to Download Commission Statements from Protective
Step 1: Log into Protective
Access the Protective platform.
Upon logging in, you will see the main dashboard.
Step 2: Navigate to Commissions History
Scroll down to the bottom of the page.
Click on 'Commissions Paid'.
Select 'Commissions History'.
Step 3: Set Search Parameters
Input the desired start and end dates for your commission statements.
Step 4: Identify Downloadable Statements
Look for statements marked with an 'X'.
These indicate that the statement is available for download.
Step 5: Download the Statement
Click on the statement with an 'X' that says 'commission statement'.
This will download the file in Excel format.
Step 6: Check for Other Statements
Review other statements listed.
If they only say 'PDF', do not download them.
Step 7: Rename the Downloaded File
When saving the downloaded file, rename it to include 'protective' and the corresponding date.
Format: 'protective_[date]'.
Example: 'protective_07-02'.
Step 8: Repeat for Additional Statements
Follow the same steps for each statement you wish to download.