Where can I download a summary of my current holdings?
To download a summary of your current holdings, navigate to Portfolio > Accounts (select account) > Download CSV.
This will download a file in CSV format. To convert the file to a PDF, please follow these steps:
- Download CSV and open the file
- In Microsoft Excel, change the page layout so that content fits on one PDF. This can be done by clicking on Page Layout > Orientation > Landscape.
- To convert the file click on Save As > PDF or XPS > Publish.
For further assistance regarding holding statements, please call CommSec on 13 15 19 or +61 2 9115 1417 if calling from overseas, between 8am to 6pm (Sydney time) Monday to Friday.
