Coutts online
Quarterly Valuation Reports are available for investments held within Managed Portfolios and Investment Reports are available for all other investments.
You will be able to view and download all reports produced from the date your investments were added to Coutts Online. If you require any historic reports, contact your Wealth Manager using messaging for a secure way to receive your documents.
You can. You are also able to do the same with portfolio holdings. Anywhere you see the ‘download’ button, you are able to download a .csv version of the table you can see on screen.
You can. You are also able do the same with portfolio holdings. Anywhere you see the ‘save as .pdf’ button, you are able to view / save a .pdf version of the table you can see on screen.
To view your investment positions:
A list of your investments is displayed.
You can search your investments from the asset table.
The results will be displayed.
Each column in the Account Summary can be sorted in ascending or descending order. Click the column heading to sort the column, and click again to change the order.
By clicking on Managed Portfolio you can display the underlying components and their value.
This is currently not possible. Options will be considered in due course for improving reporting where third party providers are involved.
Please contact your Private Banker or Wealth Manager and advise which investments are missing and we will arrange for them to be made available for you to view online.
