How to Download Your Investment Statement on the Black Star Mobile App

Keeping track of your investment performance is important for your financial health. With the Black Star mobile app, you can easily download your investment statement to review your portfolio's performance over any given period. Here’s how you can do it:

Step-by-Step Guide

Log in Securely:
Open the mobile app. Authenticate using Face ID (or Fingerprint) or your secure PIN.

Navigate to Account Statements:
Once you are on the home screen, navigate to the ‘Profile’ tab located at the bottom right corner. Under 'My Documents', select 'Investment Statements'.

Selecting Your Statement:
You will be directed to the 'Account Statements' page. Here, you’ll see options to select the portfolio statement you need. (You can also download a consolidated report). For example, 'Retirement' or 'Education' might be available options depending on your portfolios.

Select Date Range:
Select the date range for which you want the statement. The options typically include '1 Month', 'Previous Month', '3 Months', '1 Year', or 'YTD' (Year to Date).

Download Statement:
After selecting the date range, tap the 'Download' button.
Your statement will be downloaded to your device. Depending on your settings, it may be found in your 'Files' folder or any designated downloads folder.

Tips for Viewing Your Statement
After downloading, you can open the statement file to view a detailed breakdown of your investments, including asset allocations, portfolio holdings, and the change in your portfolio over the selected period.
The statement provides an asset allocation chart and a detailed list of your holdings, complete with descriptions, quantities, yields, prices, and values.