Need to know

  • You can create a trading report which contains information relating to the fund that you have invested in.

Step-by-Step Guide

  • Go to the My Accounts tab.
    • Click on the Settings icon to access the widget.

  • Access the fund you would like to generate the report on.

  • Click on Report.

  • Select the date and time frame that would like to see the information of.
  • You are provided with options for added information to include in the report. Tick the check boxes to have this information included.
  • Click on Request.

  • The report will now open in your web browser.
  • To save the report, right-click on the document and click on Save As.