Do I get regular investment statements? Can I request a statement?
Understand how often you receive statements for your investments and where you can find them
Yes, we provide you with both a quick daily overview and comprehensive quarterly statements to help you keep track of your investments.
You can see the daily performance of your funds and your overall investment portfolio directly in the app.
We will send you a quarterly valuation statement for your investment funds. This statement will give you a full overview of your portfolio, including:
- The total value of your investments.
- Any growth or losses in your portfolio.
- A summary of any fees charged to your account.
You can access these statements anytime in the Investment Statements section on the Profile tab.
*When investing, your capital is at risk. The value of your investments can go down as well as up, and you may get back less than your original investment.
Need further help?
If you have any further questions, get in touch with our support team using the in-app chat (this can be found in the Contact us section on the Profile tab) or by email at hello@getchip.uk for further help.