Account documents are separate from your live portfolio and order screens. Use the relevant statement or trade confirmation when reviewing a particular period or transaction.
Before you start
Know the statement period or approximate trade date you want to review.
01Open your documents
Open the Documents area from Settings. Choose the relevant category, such as monthly statements or trade confirmations.
02Select the document
Find the available document for the period or transaction you need. For a statement, check that the listed month or period is the one you want. For a trade confirmation, compare its date with the trade you are reviewing rather than assuming the first file in the list is the correct one.
03Review the file
Open the document in the viewer and confirm it relates to the intended account and period. Keep any saved copy in a private location and redact personal details before sharing a support screenshot.
Keep in mind
If the document you need is not listed, contact support. An empty document list does not by itself mean that no account activity occurred.
Need help with your account? support@asalinvest.com