To access your statement at any time, log in to your Moneybase account on the app and tap your profile button in the top-left corner, showing your initials and name or account name. Select Reports, then choose Cash statement.
You can select the relevant parameters, including the currency required, following which the report will be sent to your designated email address.
You may select an e-money account statement for payment related activity, an investment account statement for trade related activity, or a full consolidated statement that includes all activity by date order.
From Reports you will be able to generate a back dated portfolio, income report, tax certificate and a comprehensive gains/loss analysis. Click here for the full list of available reports.
This is available on the web platform as well as the Moneybase application.
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