How do I receive my statements and reports for a CommSec Minor Trust Account I hold?

The trustee of each CommSec account can access and download an individual Financial Year Summary, Portfolio Valuation, Transaction Summary and Interest & Estimated Dividend Summary.

To access your statements and reports, please follow the steps below:

  • Log into the CommSec website
  • Navigate to Portfolio > Statements

You will also receive Trade Confirmation Statements each time you buy or sell shares, which can also be accessed via the CommSec website by logging into your account and navigating to Trading > Confirmations.


We're here to help

Learn more about how you can invest for your kids with a Minor Trust Account.

 

© 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.

Top