You can download an investor report at any time by following these steps:
Step 1: Log in to the dashboard, click on your name in the top right corner, and then 'Reports'.
Step 2: Under the 'Reports' tab, click the 'Report template' dropdown, then select 'Investment report', then select your preferred timeframe.
Make sure to tick the boxes for the information you wish to see and then click 'Generate report'.
Step 3: The report will download onto your computer for you to view.
How do I download an investor report for KiwiSaver?
To download an investor report for your KiwiSaver, from the Report template dropdown menu, select KiwiSaver > Investor Report. Select your reporting period.
The KiwiSaver Investor Report shows the total number of units that you hold in each individual fund.