Follow these instructions to download the following reports:
- Cash Account Report
- Annual Report
- Movements Report
Download reports via the SelfWealth website.
Cash Account Report
Navigate to Trading Account > Reports > Cash Account
You need to download both the PDF and CSV files for the SelfWealth Cash Account.
Ensure you download for the appropriate period, for example for the 2026 year you need to download 01/07/2025 to 30/06/2026 or 'Previous financial year'.
Also download both the US reports if you've used SelfWealth's US trading.
Annual Report
Navigate to Trading Account > Reports > Annual Reports
Download the SelfWealth Annual Statement Australia (and International if you used US or HK trading via SelfWealth).
Ensure you download the appropriate year (e.g. 2026).
SelfWealth Annual Reports are normally available for download from mid-July onwards.