To view and download Macquarie Online Trading account statements from Macquarie Online Banking:
- Select Investments
- Select your Macquarie Online Trading account
- Select Accounts, and then Reports.
The following reports are available:
- Financial Year Summary
- Holdings Valuation at the start and end of the year
- Portfolio at the start and end of the year
- Total brokerage
- Information service fees (if appliable)
- Estimated dividends and distributions
- Estimate franking credits
- Transaction summary.
- Trading account summary
Once running a report, it will show ‘pending’ in Show Report while it generates. You can click Refresh after a few moments and then download via PDF or CSV.