Help & FAQs

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Where can I download a summary of my current holdings?

To download a summary of your current holdings, navigate to Portfolio > Accounts (select account) > Download CSV.

This will download a file in CSV format. To convert the file to a PDF, please follow these steps:

  • Download CSV and open the file
  • In Microsoft Excel, change the page layout so that content fits on one PDF. This can be done by clicking on Page Layout > Orientation > Landscape.
  • To convert the file click on Save As > PDF or XPS > Publish.
For further assistance regarding holding statements, please call CommSec on 13 15 19. For more ways to get in touch, visit our Contact us page.

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© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and TMX Australia Exchange Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

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