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:
- Login into CommSec
- Navigate to Portfolio > Statements
- Scroll towards the bottom. Under the Looking for a specific statement? section, click the link for Portfolio Statements for the current day.
- On the Portfolio Statements page, make sure you select the account you want, then click Display:
- Download the Portfolio Statement for Account – XXXX as a PDF or CSV:


