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Investor Statement of Account Report

To download Investor Statement of Account report, follow the below steps:

1. Click on Reports & Analytics in the main menu.


2. You can access the report from the dashboard by clicking Investor Statement of Account Report in the Investor panel or from the Investor drop-down menu in the blue vertical bar.


3. The Investor Statement of Account Report window is displayed. Apply the following filters-

  • Fund: Choose the fund name from the dropdown list.
  • Investor: Choose the investor name.
  • Year: Choose the calendar year.
  • Quarter: Choose the quarter.

4. Click on Download Excel button. The Excel file will download.