Can't find portfolio statement on Commsec website

[missrosy]

Hi!
On Commsec's new website I can't find portfolio statement by month and year.
On their old website I could get my end of year holding by getting portfolio statement of June each year.

Has the function gone? I am trying to find my shareholdings as at 30 June 2011. Does anyone know how to get the information from the website?

I could still view my old transactions but not holdings by month.

 

[Bill M]

Re: can't finding portfolio statement on commsec website- getting end of year holding

Firstly, welcome to the forum.

OK, to get your Monthly statements sign in as usual.

Then click the "Portfolio" tab.

Then click "Accounts Summary".

Then click "Consolidated Statement"

Then you will see all the PDF files for each Month going back for years, cheers.

 

[nicecar]

Hi,

Stumbled onto this thread after being frustrated by this new Commsec layout. Same query as original poster. I dont have an account summary tab under portfolio. I can go to Portfolio -> accounts -> account details but there is no consolidation summary option. I've tried help menu which takes me to cash management tab.

Great work Commonwealth bank, make it harder. I hope they're paying their IT department very well.

 

[Bill M]

Hi,

Stumbled onto this thread after being frustrated by this new Commsec layout. Same query as original poster. I dont have an account summary tab under portfolio. I can go to Portfolio -> accounts -> account details but there is no consolidation summary option. I've tried help menu which takes me to cash management tab.

Great work Commonwealth bank, make it harder. I hope they're paying their IT department very well.

This works for me, I just went through the process.

Click Portfolio tab - > Account Summary (look in the cash management section) - > Then Consolidated statements (left column) and see if that works.

Good luck.

 

[Mattell64]

I have two portfolio's, one with a cash management account attached and one without. Does anyone now how to get the statements if you don't have a cash management account but have the old CDIA account setup.

 

[nulla nulla]

Do you mean the Month End Portfolio Statement (disappeared with the website upgrade)?

I also raised this issue with comsec and they said it was something that a lot of people had raised and they were working on it.