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Account statements coming to the SwissBorg app

Account statement Swissborg app
Jacqui Pretty

Jacqui Pretty

Senior Marketing Manager

One of the most common requests we’ve received about the SwissBorg app is to add functionality to export account data for investment tracking and tax purposes. Today, we are pleased to share that account statements will soon be added to the SwissBorg app!

With the new account statements function, you will be able to easily export historical transactions from your preferred date range as an A4 PDF or Excel file - perfect for reviewing your portfolio’s performance and for tax reporting. 

The account statement will include the following details for all fiat currencies and assets held within the app:

  • Deposits, withdrawals and exchanges
  • All fees paid
  • Statement date range
  • Currency

Once the feature is launched, to download your latest account statement, you will simply need to:

  1. Go to your profile in the SwissBorg App
  2. Tap Account Statement
  3. Enter your preferred date range and currency
  4. Choose your preferred format (PDF or Excel)
  5. Share or save!

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