---
title: "New - Entity Statement"
slug: "new-statement-service-entity-statement"
updated: 2025-08-25T16:27:23Z
published: 2025-08-25T16:27:23Z
canonical: "docs.foundationhub.com/new-statement-service-entity-statement"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# New - Entity Statement

Note: Only certain clients use **Entity Statements**. Contact FidTech Partner’s Client Services to set up Entity Statements.

Follow these steps to generate statements by Entity:

Go to **Utilities** in the **Menu** and click on **Statements**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-6G0T6JJ7.png)

Select **Run Entity Statement**. This will open the **Run Entity Statements** screen.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-AI58VRQZ.png)

Type in keywords to search for **Entity/Organization(s)** and **Fund Lookup**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-Y7I9ZWCL.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-QI6B1IAE.png)

Select the type of statement by clicking on the **Statement Types** dropdown menu. Enter a **Date Range** and add relevant notes to the **Notes** section.

Click "**Run Statements**" to generate the statement.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-AWSKAG08.png)

A prompt will appear indicating the anticipated number of statements that will be generated. To initiate the statement job, click the ‘**Start Job**’ button.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-NUHHL0OL.png)

Click on “**Go to Job Queue**”, where the statements can be downloaded. For more information about the **Job Queue**, please refer to the article [Generating Statements](/v1/docs/new-statement-service-generating-statements).

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-QMYLD8K6.png)

To download the statements, click on the “**Zip File**” button for the job.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-5WNUSSV0.png)