An activity statement shows a list of all activity on your account. It includes the details of executed orders and all deposits and withdrawals but corporate actions are not included.
It is a transactional record and can be used to calculate gain and loss, for example for tax returns.
If you’d like to request one of these, get in touch at [email protected] or buzz us in-app if you’re a Standard or Plus plan customer!
Please note that unlike the monthly statements in-app, they do not include:
The Freetrade logo
Any personal information (unless specifically requested)
The value of your account
How much stock or cash you currently hold or held at a certain date - for this, a monthly statement is more appropriate
Important! January 31st, 2023, is the deadline for tax returns. You can read more about this here.