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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 change your paperless preferences online.

How to find your investment reports on the website

  1. Log in online to see your accounts. 
  2. Select 'Portfolio history' from the tab list.
  3. Under 'Statements, valuations and pension illustrations', select the investment report you want to download.
Log in to see your investment reports

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