This guide is for accountants and advisers. It shows you how to download a specific client's Account Holding Statement from the Adviser Portal.
Before you start
Desktop only: This feature is available via the Adviser Portal desktop version only.
Linked client: The client must have invited you and linked you to their account. See How do I invite my accountant or financial advisor?
First time? See Adviser Portal — Logging in for the First Time.
To access a specific client's Account Holding Statement
Step 1 – Open the client's account
From the Adviser Dashboard page, navigate to the specific client's account.
Step 2 – View Statement
Select the View Statement button on the right-hand side of the page.
Step 3 – Choose the statement and year
Scroll down and select Account Holding Statements, then choose the year you need. Once selected, the statement will download.
What's in the statement?
The 30 June statement is a snapshot of the client's crypto holdings at 11:59:59 PM on 30 June, with quantities and AUD values, and is independently reviewed each year. See Understanding the Audited 30 June Account Statement and What are the different EOFY reports available?
Troubleshooting
I can't see my client. Check that they've sent you an invitation and that you've accepted it using the same email address.
I'm on a phone or tablet. Switch to a desktop browser — this feature isn't available on mobile.
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.