How can I access activity statements before account transfer due to Brexit?

Q: How can I access activity statements before account transfer due to Brexit?

DOWNLOAD ACTIVITY STATEMENTS Activity statements are posted to the Client Portal under Performance & Reports menu followed by Statements under Reports and you will need to toggle between the two accounts to access their respective statements. Click on the displayed account number in the light blue oval in the upper part of the page to open the Account Selector side window. In the Account Selector, click on the Filter (funnel) icon , check " Open " for the new account or " Migrated " for the old account and click Apply . You will receive an annual statement for your old account which will cover the period starting January 1 through the date of migration and a second annual statement for your new account which will cover the period starting from the migration date through December 31.

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Accepted Answer

DOWNLOAD ACTIVITY STATEMENTS

Activity statements are posted to the Client Portal under Performance & Reports menu followed by Statements under Reports and you will need to toggle between the two accounts to access their respective statements. Click on the displayed account number in the light blue oval in the upper part of the page to open the Account Selector side window. In the Account Selector, click on the Filter (funnel) icon, check "Open" for the new account or "Migrated" for the old account and click Apply.

You will receive an annual statement for your old account which will cover the period starting January 1 through the date of migration and a second annual statement for your new account which will cover the period starting from the migration date through December 31.