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Request an Account Statement

Click on REQUEST AN ACCOUNT STATEMENT at the top of the screen to open the statement request dialog.

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  1. Select the desired type of statement:
    • Account statement: portfolio performance, holdings and transactions journal.
    • Income: for tax declaration purpose.

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  1. For account statements, select the statement's sections to be include.

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  1. You may tick Remove identification details to remove all mentions of the account number on the statement.

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  1. Choose the statement date value from the list or enter a custom date.

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  1. Select the desired start date for the statement's transactions journal from the list or enter a custom date.

Transactions journal start date

  1. Click on REQUEST.

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  1. Your request will be submitted to CIGP and you will be contacted shortly.

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