All you need to know about being with ii

Guide home
How to set up your password
Existing ii customers
Getting to know your ii account
Your document history
Free regular investing
Your details and security
Payment options
ii charges explained
Watchlists

Document history

Support guide

Your history with Jarvis

We’ve moved 5 years’ worth of statements, consolidated tax certificates and contract notes from your Jarvis account to your new ii account, making them available for your reference. A closing statement from Jarvis will also be added to your account shortly after the move.

You can access online copies of your Statements, Contract Notes, Consolidated Tax Certificates, Corporate Action Notifications, Cost Disclosures and correspondence from interactive investor by:

  • Selecting Profile > Manage profile >  Document history from your menu. 
  • Use the orange arrow to switch between your accounts.
  • Search by document type and other filter criteria. 
  • Any available documents will be shown at the bottom of your screen. 
  • Click to View or Download your documents. 

An email notification will also be sent to your registered email address when a document is ready to view within your account.