Opening an Account

Available Investments

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Funding your Account

Making Withdrawals

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Account Management

Portfolio Transfers

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Placing Orders

Trade Settlements

Dividends

Trading in the US Markets

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US Tax Forms

Tax Reporting

Activity & Confirmations

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Monthly account statements

To help manage your accounts, we’ve made it super simple to generate all of your monthly statements in PDF format. 


Whether you're providing the statement to your accountant / tax adviser or just sorting out any monthly tax obligations, we've got you covered. 


Monthly statements show your account information, that month's transactions, and much more. Statements for the month are available a few days after the month’s end.

You can find and download monthly statements via the account tab on the mobile app and desktop site. 


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