InvestNow is an online experience so we will not send you any statements in the mail.

When we prepare statements for you, for example at the end of the tax period, we shall upload these into your “My Documents” page. Once there you can view any documents by clicking the download button.

If you wish to run any reports yourself, you action this from the My Documents page – just follow these steps:

1. Click “My Document”
2. Click “Add reports to my documents”
3. Select the type of report, the period and the end date for the report
4. Click “Create” and the report will be added to your “Portfolio reports” in the My documents page.
5. Click the download link to read and/or print the report