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 Documents page – just follow these steps:

1. Click “Create Report”
2. Select the Report Template, the Investor, the Portfolio, and the date range for the report
3. Click “Generate Report” and the report will be either added to your View Reports page or downloaded to your browser.