Clients can generate custom reports in their InvestEngine online account and download them in PDF or CSV format.
To do this, log in to your online account and select 'Reports' from the top-right of your screen:
Reports > Create report > Create report > Select report type > Select period> Select portfolio > Generate report.
Once you've generated the report, confirmation that your report is being generated will appear on the screen.
You'll receive a notification via the app and an email to confirm your report is ready. You'll also find your new report at the top of the list on the 'Reports' page.