This guide shows you how to find and download your Coinstash statements, such as your Account Holding Statement, from the desktop website.

Log in on desktop and open the profile panel at the top right of the page. Select Settings from the dropdown.

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

If you'd like to link your adviser or accountant to your account, select the Invite Adviser button, enter their email address, then select Share Access. Your adviser gets read-only access — they can't trade or move your funds. See How do I invite my accountant or financial advisor?

Select the Download button next to the statement you'd like, then choose the year you need. The statement will download to your computer.

For more information on the different types of statements and what they include, see Managing Your EOFY: Statements & Reporting.

⚠️ Coinstash can't give tax advice. Please speak to a registered tax agent about how to use these statements for your tax return.

I can't see the Reports section. Make sure you're on the desktop website, not the mobile app, and scroll right to the bottom of the Settings page.

I can't download an Account Holding Statement. This statement currently requires an adviser to be linked to your account. Invite your adviser as shown in Step 2.

I just need my transactions for tax software. You can export your transaction history as a CSV at any time — see How do I Export My Transaction History as a CSV File?

I want to remove my adviser's access. See How do I revoke / remove accountant access?

Need a hand? Our Brisbane-based support team is here to help — tap the chat icon in the app or on the website to get in touch.