Portal - Fund Account Statement (View Statement)

There is an option to view all associated fund account statements to see what the current balance is and to review any transfers that were made in and/or out of the account.

1. Navigate to the View Statements option under the My Funds menu:

2. This will then redirect you to the main Statements screen where you can select three different options:

a) The  first option is Today and will use the current date (abbreviated weekday, date, abbreviated month and year). When the option is enabled, it will show a tick on the far left hand side:

b) The next option is Fixed Period which is a list of days (from 1 - 31) and periods (from days, weeks or months) that can be selected to order the statements by NOTE: it will only show up to 31 days at a time:

c) The final option is the Date Range which allows you to specify what date you would like to view the statements from NOTE: it will only show up to 31 days at a time:

If a date range higher than 31 days has been selected, the error message below will appear on screen:

5. Select the button which will then display the fund account statement in a separate window on the screen (that you can print or download):

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