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Where can I download a current Portfolio Statement?

This statement contains a current snapshot of your investment portfolio.

Here's how to access your Portfolio Statement:

1. Log in into CommSec

2. Navigate to Portfolio > Statements

3. Scroll towards the bottom. Under the Looking for a specific statement? section, click the link for "Portfolio Statements for the current day".


4. On the Portfolio Statements page, make sure you select the account you want, then click Display.


5. Download the Portfolio Statement for Account – XXXX as a PDF or CSV.

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© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

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