Where can I download a current Portfolio Statement (e.g. to provide to Centrelink, accountant or bank)?

This statement contains a current snapshot of your investment portfolio.

To access your Portfolio Statement:

  1. Login into CommSec

  2. Navigate to Portfolio > Statements

  3. Scroll towards the bottom. Under the Looking for a specific statement? section, click the link for Portfolio Statements for the current day.



  4. On the Portfolio Statements page, make sure you select the account you want, then click Display:



  5. Download the Portfolio Statement for Account – XXXX as a PDF or CSV:

 

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