Step by Step Guide on how to Access Commsec reports for your End of Financial Year Accounting:
1. Login to Commsec
2. Click on ‘Portfolio’
3. Click on ‘Statements’
4. Ensure that you are on the correct Account name
5. Scroll down to the relevant Financial Year
6. Click ‘Download All’. This will download the complete annual report as a single PDF. Ensure that you save it in a place that you can access easily.
7. Upload this report to the Karbon request, put in shared document folder or email it through to us.
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