1. Go to the Creative Memories Website.
2. Click the three lines (menu symbol) in the top left and select Account, or click on the circle image with the silhouette and then if "sign in" shows up, you will need to sign in.
3. Then, select SIGN IN.
4. Then, you will come back to the home screen. Select the three lines (menu) in the top left again.
5. Then, select ACCOUNT.
6. Then, select MY ACCOUNT.
7. This will bring you to the My Account page. Then, when selecting My Account as shown above, you will see account options in a light gray color, scroll down to see Advisor HQ and you will also see My Reports as a direct link.
8. Now you can view your My Reports page and scroll down for options Rolling Account Balance Report, Mini Dashboard.