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Personal · Invest · Robo-Advisor · Manage Robo-Advisor account

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