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Learn how to get the most out of your World Account.

How to view your statement history on your World Account

Step 1:

Select ‘Statement’ from the top nav.

Step 2:

Select ‘Full Statement History’.

Step 3:

To view your trade history select the ‘Trade History’ tab. This will allow you to access statements stored on the old version of your World Account platform.

Step 4:

Select the required date range.

Note: the maximum ‘End Date’ is your migration date, which you’ll be able to see at the top of the page. Once ready, ensure you select ‘Confirm’ on the date selection screen.

Step 5:

You can view further trade details by selecting ‘View’ on the required trade.

Step 6:

You can download your trade statement for the selected date range by selecting ‘Download statement’ on the right-hand side.

Note: this is only available in CSV format.

Step 7:

To view your payment history prior to your migration to the new portal, select the ‘Payment History’ tab.

Step 8:

Select the required date range.

Note: the maximum ‘End Date’ is your migration date, which you can find at the top of the page. Once ready, ensure you select ‘Confirm’ on the date selection screen.

Step 9:

You can view further payment details by selecting ‘View’ on the required payment.

Step 10:

You can download your payment statement for the selected date range by selecting ‘Download statement’ on the right-hand side.

Note: this is only available in CSV format.

Step 11:

To view your statement history prior to your migration to the new portal, select the ‘Statement history’ tab.

Step 12:

Select the required date range.

Note: the maximum ‘End Date’ is your migration date, which you can see at the top of the page. Once ready, ensure you select ‘Confirm’ on the date selection screen.

Step 13:

You can download your statement for the selected date range by selecting ‘Download statement’ on the right-hand side.

Note: this is only available in CSV format.