Robo-Advisor statements
How to access Robo-Advisor statements and reports
Robo-Advisor statements are generated periodically. You will see in-app instructions to generate them in-app or receive via email, depending on the type of statement.
To find them:
- Go to 'Invest' on the bottom menu
- Select 'More'
- Tap on 'Documents'
- Select 'Robo-Advisor'
Available statements for my Robo-Advisor account
Monthly account statement
Available in-app and contains the overall summary breakdown of all ETF and cash transactions.
Monthly profit and loss statement
Available in-app, this statement provides information on your realised return and is most often required for tax-filing purposes.
Annual cost and charges report
Available in-app and sent to the customer via email, this report gives a detailed breakdown of total costs and charges.
Annual suitability report
Sent to our customer via email, this report explains how our portfolio management services meet the customer’s preferences, investment objectives, risk tolerance, and other characteristics.
Loss threshold report
Delivered in-app, this report provides insights when your portfolio depreciates by 10%, and in multiples of 10% thereafter from the latest reporting period (usually the beginning of the month).