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How to find reports

Finding Quarterly Investment reports, Annual Income reports and other reports online

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Written by Support

1. After you have logged in, click anywhere on your account to view your account summary

2. Once in account summary, click on the Reports tab to view a list of your reports

3. Select the report you would like to view

Your report will open in a separate tab. If your report does not open, please refer to this article: How to open reports.

Please contact us at: website@forsythbarr.co.nz, if you are experiencing issues or need further assistance.

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