Shareholder Resources
Resources for Shareholders
15 articles
Financial Reports
Are the Account Statements audited?
How do I access my statements? (Desktop only)
Managing Your EOFY: Statements & Reporting
What are the different EOFY reports available?
Understanding the Cash Statement
Understanding the Transactions Report
Understanding the Audited 30 June Account Statement
How do I access Client Account Holding Statement?
How do I Export My Transaction History as a CSV File? (Desktop Website)
How do I Upload my CSV File to Syla?
How do I Upload my CSV File to CryptoTaxCalculator?
How do I Upload my CSV File to Koinly?
How to Connect Coinstash to Syla for Tax Reporting
How to Connect Coinstash to Summ for Tax Reporting