Following the end of each financial year, Selfwealth provides an 'annual report' to our clients in PDF format. These reports outline trading activity across both your ASX and international portfolios.
For a full guide on the information available in the most recent (FY2021) report, please see the following documents:
Follow the below steps to access your annual reports:
- Log in to the Selfwealth website
- Click Trading Account on the left-hand navigation bar (you may need to scroll down to see this option)
- Click on the Reports tab
- Another set of tabs will appear, click Annual Reports
- Your annual reports will be displayed alongside download links