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Stanlib: Downloading the correct statement for import
Stanlib: Downloading the correct statement for import

Downloading the LISP and Unit Trust statement in Excel format

Elsa Stadler avatar
Written by Elsa Stadler
Updated over 2 years ago

Visit the Stanlib portal in your browser and sign in with your advisor credentials.

For LISP Commission statements, click on LISP Commission Statement

Select all the applicable information and click View Report

Click on Export and choose Excel

Save the downloaded statement to your device

For Unit Trust Commission statements, choose the specific broker and UT Commission Statements

Navigate to Correspondence History and select the applicable account (at the bottom of the screen).

Click on Download CSV

Save the downloaded statement as .xlsx format

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