How can I view my valuation and transaction history?

Posted March 12, 2026

By logging into your client account, you will be able to see information regarding your account and your assets.

As a client, you will be able to generate a transaction history of your account on the platform.

Your adviser is able to generate a number of other reports for you, including a Valuation and Client Statement.

Please contact your adviser for any reporting requirements.

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