InvestNow is an online service. You can download statements when you are logged into your account.

There are three types of reports:

  • Investment Report – provides information about your portfolio returns, contributions, tax information, and more (PDF format)
  • Management Accounts Report – provides more detailed information that may be of use to you and/or your accountant (Excel format)
  • General Ledger Report – provides information about your portfolio returns, contributions, tax information, and more (Excel format)

You can create any of the above reports by following these steps:

  • Click the “Documents” tab

  • Select the relevant report under “Report Template”

  • Select a time period under “Select Date”
  • Click “Generate Report”