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General Investment Account
How can I view or download my account statements and reports?

How can I view or download my account statements and reports?

You can access detailed account statements, performance reports, and tax summaries at any time through the Client Portal or Trader Workstation (TWS).
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Statements include full details of:
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Trades and executions

Cash movements and FX conversions

Dividends, interest, and realised gains/losses

Account balances and portfolio valuation
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These reports make it easy to track your performance and stay compliant with HMRC tax requirements.

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Past performance is not a reliable indicator of future results.  The value of investments, and the income derived from them, can fall as well as rise.  You may get back less than you have invested.
MEXEM Financial Services UK Limited is authorised and regulated in the UK by the Financial Conduct Authority.  Our details can be checked on the Financial Services Register.  Our Firm reference number is 1009371.
MEXEM Financial Services UK Limited is registered in England, number 15248800.  Registered office: Enterprise House First Floor, 2 The Crest, London, United Kingdom, NW4 2HN.