Keep investors informed with timely performance updates. This self-mailer helps financial institutions deliver key portfolio insights in a compact, easy-to-scan format.
Self-Mailer size
How to use this template
This template is designed to make sending personalized mail quick and easy. Open the file in Figma and duplicate it into your workspace to customize the design. Use the plugin to export your mail piece into your Lob account.
Visit the Help Center to learn more about creating self-mailers using Lob’s API.How to customize your Self-Mailer
More helpful tips for designing your mail piece
What kind of data works best in this format?
Portfolio value, performance summaries, asset allocation, and market commentary. Use visual design to simplify complex data.
Can I send different versions based on investor type?
Absolutely. Personalize by account size, investor goals, or investment products to increase relevance.