How to find your investment reports
Investment reports show a valuation of your account and details of your recent transactions. Here's how to find them.
On this page
Before you start
Investment reports are issued four times a year. If you have online access to your account, these reports are available to download within your account. If you'd like to change the way you receive your reports, you can
How to find your investment reports on the website
- Log in online to see your accounts.
- Select 'Portfolio history' from the tab list.
- Under 'Statements, valuations and pension illustrations', select the investment report you want to download.
Also in Your profile
- How to change your personal details
- How to set up a nominated bank account
- How to change a nominated bank account
- How to change your statement preferences
- How to manage your email preferences
- How to verify your identity online using HooYu
- How to find your investment reports
- How to find your tax certificates
- Moving abroad
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