Account reports can be downloaded from the Platform:
How to download account reports
Click on the main menu > then Download report or Account statement > 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.
Share Dividends - You will be able to see all the dividends received for a given period.
CFD Cash adjustments - You will be able to see the information about all the CFD cash adjustments received/paid.
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.
Trades - All the trades that have been closed and executed for a given period.
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
*Note that SaxoInvestor is currently available in Denmark, Poland, Singapore, Australia, Hong Kong, France, The Netherlands, Belgium and the MENA region (UAE, KSA, Bahrain, Kuwait, Qatar, Oman, Lebanon, Jordan, Egypt).