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Can I get a digital statement for my portfolio performance?

Of course! You will be getting an email with the statement directly from the AMC, containing everything on the performance, transactions and other details, to your registered email address. Just make sure that the email address is correct.

To request for a statement from the AMC using the Capitalyze® App:
o Open Capitalyze® App
o Tap More > Statistics > Portfolio Statement >
o Select Request a Physical Statement
o Confirm the selection after you are prompted
o You will receive the statement in up to 2 days after request.

To request for a Capitalyze® statement using the App:
o Open Capitalyze® App
o Tap More > Statistics > Portfolio Statement >
o Select Request a Physical Statement
o Confirm the selection after you are prompted
o You will receive the statement in up to 2 days after request.

If you do not get the statement, please click here