Statements

How do I download my trade confirmations?

Follow these easy steps to download your trade confirmations:

  1. Log in to either Standard or Pro platforms
  2. Under the Account drop down menu, click on confirmations
  3. Select the time frame from the drop down menu
  4. Choose the file format you wish to download from the 'Download' drop down menu
  5. Click download 
What Statements are available on the platform and how do I access them?

There are a suite of statements available from our trading platforms:

- Trading Account Statement

- Cash Transaction Summary

- Options Financial Statement (fi you have an Options account)

- Portfolio Report

- EOFY Trading Statement

To download these statements, follow these easy steps:

  1. Log in to either Standard or Pro platforms*
  2. Under the Account drop down menu, click on ’Statements’
  3. Select the statement you want to download
  4. Select the date range (or date)
  5. Click on either view or download (in the format you choose)

*Options Financial Statement, Portfolio report and EOFY Statement are only available to view and download from the Standard platform.

How do I access my Dividend Statements?

Should you require your Dividend Statements, please note that these are issued by the share registry and not CMC Markets. Share Registries have their own website for investors to log in and download their Dividend Statements using their HIN. If you are unsure which share registry a stock belongs to, go to http://www.asx.com.au/index.htm and follow the following steps:

  1. Enter the stock code in the search bar – located in the top right hand corner of the page
  2. Click on the details tab of the stock and locate the row that reads “Share registry”
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