Understanding your Raiz Statements

With Raiz, you can easily access and download PDFs of your statements. 

Raiz automatically provides you with monthly account statements as PDF statements. To access these, go to My Settings > Statements. 

From the Statements screen, you can choose which month you want to download. 

 

What’s on your statement? 

Your monthly statement provides a summary of how your account did in the period. 

At a glance, it shows your opening balance, deposits, withdrawals, dividends, fees and change in account value for the month. Next, you will see all your buy and sell orders for the month, ordered from the start to the end of the period. Towards the end of the statement, you can also find the summary of gain and losses.

 


Don’t have the Raiz App? 

Download it for free in the App store: 

 

 

 

Important Information 

The information on this website is general advice only. This means it does not consider any person’s investment objectives, financial situation or investment needs. If you are an investor, you should consult your licensed adviser before acting on any information contained in this article to fully understand the benefits and risk associated with the Raiz product. 

The information on this website is confidential. It must not be reproduced, distributed or disclosed to any other person. The information is based on assumptions or market conditions which change without notice. This will impact the accuracy of the information. 

Under no circumstances is the information to be used by, or presented to, a person for the purposes of deciding about investing in Raiz. 

The past return performance of the Raiz product should not be relied on for deciding to invest in Raiz and is not a good predictor of future performance.

The advertisement has not been reviewed by the SC.