Trading statements and reports
Trading account statement document contains the following information:
- Account holder details (name and address)
- Account summary
- Portfolio breakdown
- Transactions
Profit & Loss statement contains the following information:
- Account holder details (name and address)
- Account number
- Selected period
- Realised return
- Dividends summary
To get the statement go to 'Invest' in the bottom menu → tap 'More(…)' → 'Documents' → 'Stocks' → select 'Account' or 'Profit & Loss' statement.
Costs & Charges report contains the following information:
- Account holder details (name and address)
- Account value
- Account name
- Account number
- Cost and charges related to investment services
- Costs and charges related to financial instruments
To get the report go to 'Invest' in the bottom menu → tap 'More(...)' → 'Documents' → 'Stocks' → 'Cost & Charges Report'.