Great news! You can create your own trade summary, portfolio valuation and cash ledger transaction reports from your OpenTrader account at your own convenience.
1. Log into OpenTrader, go to 'Portfolio'
2. Click on 'Reports'
3. Select from the drop down menu which report you'd like to run.
OpenMarkets does not provide tax reporting, however we can feed transaction data (upon request) to tax reporting software used by accountants, such as Class Super.
If you have any questions or need help, don't hesitate to get in touch 🙋
You can reach us on live chat or over the phone on 1800 OT TEAM (1800 688 326 or +61 2 9055 4400 for overseas). We're available between 9:00 am and 5:00 pm (Sydney time), Monday to Friday. If we're away, just send us a message and we'll get back to you.