Your Account Statement provides a summary of your portfolio, transactions, rewards, fees, deposits and withdrawals for a selected financial year. It is commonly used for reporting and taxation purposes and can be printed or saved as a PDF to share with your accountant.

Select the drop down menu in the top right corner of your dashboard and choose Transaction History.

Choose the Account Statement button.

Select the financial year you want to view, or choose a custom date range if you need a tailored statement.

Your Account Statement will be displayed in an easy to read format. From here, you can:

Your accountant may also require your full Transaction History for accurate tax calculations. This can be downloaded from the same section of your account.

If you have any questions, please don’t hesitate to contact our support team.