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How do I find out the investment performance for my account(s)?

You can run an ‘investment performance report’ on your account(s) through your Netwealth online account.

To do this:

  1. Log in to your Netwealth online account and navigate using the main menu to Reports & Statements.
  2. Select the Asset Performance – Detail Report.  
  3. Enter the date range you wish to investigate the performance for.
  4. Click Submit and the performance report will open as a downloadable PDF file in a new window.

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