Your account holding statements, transaction statements are available in each Portfolio Jar. Transaction statements are updated the next working day and account Holding statements are updated on a monthly basis.
Once in Wealth Jar, click on Grow and follow these instructions;
- Tap on the portfolio you’d like to view statements for,
- In the top right corner, you’ll see three dots, tap on these,
- Then tap on Documents & Statements,
- Here you’ll see all your Tax statements, Monthly statements, and Transaction statements for that particular portfolio.
Why are my statements different from the transaction summary in the Wealth Jar?
The transaction summary will show you all your key money movements (Deposits (Buys), Withdrawals (Sells), and Dividends) between Douugh and your Portfolio Jars, so you can keep on track with how you manage and grow your money. Your statement provides the official record of your account. Please review your statement for accuracy.
Your Statements will show all the movements in your portfolio. Our portfolios can change regularly, either to make sure that the portfolio is staying on track and does not drift too far from the portfolio design, or if there is a change in the portfolio investments made by Douugh Wealth’s investment team. Changes in investments help to make sure that you are invested appropriately to manage investment risk, investment returns, preserve capital, and for Sustainable portfolios to make sure they are not investing in things that may go against your values.