Yes, we provide you with both a quick daily overview and comprehensive quarterly statements to help you keep track of your investments.
You can see the daily performance of your funds and your overall investment portfolio directly in the app.
We will send you a quarterly valuation statement for your investment funds. This statement will give you a full overview of your portfolio, including:
The total value of your investments.
Any growth or losses in your portfolio.
A summary of any fees charged to your account.
You can access these statements anytime in the Investment Statements section on the Profile tab.
Quarterly and annual investment statements are generated 10 working days after the end of the calendar quarter/year.
Statements for a specific date range
If you need a statement that covers a specific date range, our support team is happy to help.
Just send us a message through the in-app chat letting us know the account and the exact dates you need, and we'll get that sorted for you.
Need further help?
If you have any further questions, please get in touch with our support team using the in-app chat. This can be found in the Contact Us section on the Profile tab.