How can I download trading statements and reports?
- Go to 'Invest' on the bottom menu
- Tap 'More(…)' and select 'Documents'
- Choose 'Stocks' and select Account or Profit & Loss statement
Trading account statements
Trading account statements contain:
- Account holder details (name and address)
- Account summary
- Portfolio breakdown
- Transactions
Profit & Loss statements
Profit & Loss statements contain:
- Account holder details (name and address)
- Account number
- Selected period
- Realised return
- Dividends summary
How to get a Cost & Charges report
- Go to Invest on the bottom menu
- Tap 'More(...)' and select 'Documents''
- Choose 'Stocks' and select 'Cost & Charges Report'
Costs & Charges reports
Costs & Charges reports contain 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
We don’t issue hard copy documents or provide stamps on requested document. All statements and confirmation documents are electronically generated.