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 'Documents'
- Select 'Robo-Advisor'
Available statements for my Robo-Advisor account
- Monthly account statement
- Monthly profit and loss statement
- Annual cost and charges report
- Annual suitability report
- Loss threshold report