Investment Statement Scanner
Digitize brokerage and investment account statements
Investment statements from brokerages, 401k providers, and mutual funds track your portfolio performance. Scan them to maintain organized records for tax planning and retirement tracking.
Why Use NexaLink for Investment Statement Scanning
AI-Powered OCR
99% accuracy extracting names, emails, phones, and more.
Instant Digitization
Scan a card in 2 seconds flat.
CRM Integration
Sync contacts directly to your CRM.
Batch Processing
Scan multiple cards at once.
How to Scan Investment Statements
Follow these simple steps for best results
Open Scanner
Launch the NexaLink Scanner app
Select Statement Mode
Choose the financial statement option
Capture All Pages
Scan each page of the investment statement
Review Holdings
Verify account balances and transaction details
Supported Formats
Our scanner handles all common investment statement formats
Pro Tips for Best Results
Export & Integration
Send your scanned data wherever you need it
Scanner Features
Industry-leading text recognition
Scan cards in any language
Process multiple cards at once
Scan without internet connection
Sync to Salesforce, HubSpot, and more
Add context to every contact
Frequently Asked Questions
How accurate is the scanning?
Our AI achieves 99% accuracy across 50+ languages and card designs.
Does it work offline?
Yes! Scan cards offline and they'll process when you're back online.
What CRMs does it integrate with?
Salesforce, HubSpot, Zoho, Pipedrive, and more.
Ready to Digitize Your Documents?
Start scanning investment statements with 97% accuracy today.
