Your monthly account statements are available for download directly from the Syfe app.
How to access your statements
- Open the Syfe app
- Tap Menu (bottom right) > Statements
- Select Managed Portfolios & Cash Management or Brokerage Statements
- Choose your preferred month and download the statement
Opening your password-protected statement
Your downloaded statement is password-protected for your security.
When prompted, enter your password in this format: DDMM + last 4 digits of your registered mobile number. Example: if your date of birth is 15 March and your mobile number ends in 6789, your password is 15036789.
DDMM refers to your date of birth, not the statement month. Use the mobile number registered on your Syfe account, with no spaces or symbols between the two parts.
When statements are generated
Monthly statements are typically available by the end of the 2nd week of the following month. For example, your May statement will be ready by the end of the 2nd week in June).
Each statement includes:
- Summary of portfolio holdings as of month-end
- All executed transactions within that month
Note: Syfe does not issue hardcopy statements.
