You can use your account statement to support your tax declaration in your country.
👉 As tax requirements may vary by jurisdiction, please let us know if you need any specific documentation for your filing.
📊 Exporting Your Account Statement & Transaction Details
Log in to your account through the client portal
Go to your Portfolio Valuation section
Select the start and end dates for the period you need
Click Export to download your customized account statement
📃The PDF file will include:
The valuation at the start of the selected period
All transactions during that timeframe
The valuation at the end of the period
If you need help or can’t find what you’re looking for, feel free to reach out to your financial adviser.