Your Syfe Portfolios monthly statements are generated and will be made available via your Syfe app latest by the 3rd week of the next month. It summarizes your portfolio holdings at the end of the month as well as your executed transactions within that month.
Can I retrieve my monthly statements in the Syfe app?
Yes, you will be able to access and download them via the Syfe app.
Click on Menu > Download Statement > Managed Portfolios > Download
Please note that we do not send out hardcopy statements.