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How do I get a securities account statement and my annual tax certificate?

You can now download your account statement which includes all your cash transactions directly in the app and choose the months you want it for. To do so, please make sure you've updated your app to the latest version.

To download your statement :

  1. Go to your avatar at the top of the screen
  2. Scroll down to Documents and click on Account statement
  3. Chose the period for which you need your account statement and click on Next
  4. You can now download your PDF statement

We also will generate a quarterly securities account statement and an account statement for you. These will be made available to you within the next few weeks after the end of the quarter via your profile in the app. You can view and download them there.

From Wealth or Cash click your avatar at the top of the screen, then Activity and find your quarterly reports as a separate event in January, April, July or October. From there you can download the certificates.

You will also receive the annual tax statement in the first quarter of the following year directly via the app. Please note that you will only receive a tax statement if you had tax-relevant events in the past year.

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