Trading account information, statements and reports
The statements for your investment account are provided by Revolut Trading Ltd.
Download statements and reports
To access documents and statements for your investment account, follow the steps below:
- Go to 'Invest' on the bottom menu
- Tap 'More'
- Tap 'Documents'
- Tap 'Stocks'
- Select what type of the statement you're looking for
Below are the statements types available for you.
Account statement
Our account statement provides you with a detailed summary of all financial transactions in your account over any specified time period of your choosing.
The statement includes:
- List of transactions: cash top-ups, withdrawals, buy and sell orders, dividends, and more
- Balance information: starting and ending balances, so you can see how your account value has changed
- Portfolio snapshot: a breakdown of your portfolio at the end of the reporting period, giving insight into your asset allocation and holdings
Profit and loss statement
A profit and loss (P&L) statement provides a high-level summary of the income generated and any gains or losses within a specified period.
It includes:
- Sales summary: profits or losses from assets sold during the period
- Other income: additional income sources, such as dividends received from investments
This statement offers a clear view of your overall earnings, helping you understand both gains and losses from sales and other income over your selected timeframe.
Costs and charges report
This document provides details of all the costs and charges associated with your investment account. It's generated on an annual basis only.
Particularly, cost and charges reports are produced at the beginning of each year for the preceding year.
We don't issue hard-copy documents or provide stamps on requested documents. All statements and confirmation documents are electronically generated.