Account reports can be downloaded from the Platform:
How to download account reports
Click on myprofile > Account activity and reports > Account reports > Download report > Select the given report > Click on pdf or excel
Which report are you looking for?
Account Statement - All the transactions and movements that happened on a selected account for a given period.
Portfolio Report - Information on performance, profit/loss, positions, trades and cash bookings for a given period.
Aggregated Amounts - Full access to your account data with aggregated amounts in Excel Sheet. The sheet contains various aggregate numbers detailing what happened on your account (s) in a given period. This includes P/L, Exposures and bookings.
Share Dividends - You will be able to see all the dividends received for a given period.
Account Interest Details -All the interests that have been credited/debited on a selected account.
Audit request - This report is used to generate a statement verifying your account balances on a given date and can be used for tax purposes.
Closed Position Report - Report contains information about Closed Position Report
Annual Interest Statement - In this report, you can see an overview of your deposit interest earned and withholding tax paid.
More reports such as Bond coupon payments, CFD cash adjustments, CFD finance details, FX rollovers, Forex commissions are also available.
How to get account reports sent to you
You can easily download reports yourself as described above. However, if the reports need to be sent explicitly by Saxo, please follow the outlined steps:
-
SaxoTraderGO, SaxoInvestor and SaxoTraderPRO: Navigate to '?' > Contact us > Account Support > Request account Reports > Write to us
- On mobile: Navigate to Menu >'?' > Contact us > Account Support > Request account Reports > Write to us
| If you are looking for a Swiss Tax Report, click here for further info |