How to find your investment reports
Investment reports show a valuation of your account and details of your recent transactions. Here's how to find them.
On this page
Before you start
Investment reports are issued four times a year. If you have online access to your account, these reports are available to download within your account. If you'd like to change the way you receive your reports, you can change your paperless preferences online.
How to find your investment reports on the website
- Log in online to see your accounts.
- Select 'Portfolio history' from the tab list.
- Under 'Statements, valuations and pension illustrations', select the investment report you want to download.
Also in Investment reports and tax certificates
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