How do I get my Account Holding Statement?

How do I get my Account Holding Statement? (Desktop only)

Accessing Account Holding Statements is available as a feature where an Adviser has been linked to your account.

Account Holding Statements are access via Desktop only.

Navigate to Settings.

Scroll down to the 'Reports' section at the base of the page.

Select 'Account Holding Statements' followed by which year you require. Once selected, the statement will document.

Updated on: 01/10/2025

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