A quarterly statement is a summary report that provides an overview of your investment account for each quarter of the year. This statement provides key insights into your portfolio’s performance, holdings, transactions, and other important metrics related to your investments.
Reviewing these statements regularly helps you make informed decisions on rebalancing, your contributions, or adjusting your asset allocation based on market trends, your financial goals and your current risk appetite.
At the end of each quarter, you will receive a statement for each product you hold with InvestEngine. If you have multiple portfolios that fall under one product type; i.e. you have three different DIY portfolios within your ISA wrapper, all of these portfolios will be included in one statement.
You will receive an email and/or a push notification to your phone once your statement is ready to view/download. You can locate it under the ‘Reports’ section of your account.
Please get in touch with our Client Support team;
- if you spot any errors in your quarterly statement/s
- if you have additional questions about the information in your quarterly statement/s
- if you’d like to have your quarterly statement/s sent via post
Our support is available Monday-Friday 5:30 am to 9:00 pm and Saturday-Sunday 8:30 am to 5:30 pm.