How can I access historical statements for my Pershing International Securities Account?
To access your Pershing account statements, complete the following steps:
- Log in to the CommSec website
- Navigate to 'Settings'
- Select 'Create a Request'
- Search for 'Closed Account Statement Request’. Select your account number from the dropdown menu and click 'Continue'
- Select the type of statement you are requesting, and the date periods you need. Then, click 'Review'
- Once you have reviewed your request details, select 'Confirm'
We will now retrieve your requested statements. Once the request has been completed and your statements are available for you to download, we will send you an email notification.
To retrieve your requested statements, complete the following steps:
- Log in to the CommSec website
- Navigate to 'Settings'
- Under 'Status Centre' select your completed request
- Select each statement to open the PDF
