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How do I view and create remuneration reports?

This step-by-step summary explains how you can view and create commission and fee statements online. Be aware only certain access levels in each organisation will be able to view and download remuneration details and statements.

Date: 26 October 2022

What you’ll need to get started

  • The correct level of access to the platform. Search for ‘Adviser roles and access’ on the Adviser Support Hub for more details.
  • The date range of the remuneration payment or statement you are locating.
  • The account number, adviser’s name and type of remuneration, if filtering payments by specific criteria.

Watch time: 2 minutes

Viewing and creating remuneration statements: Step-by-step

1. Click on the ‘Remuneration statement’ option. You'll find this on the homepage in the top right of the screen.

2. To create a remuneration report click on the ‘Remuneration report’ button in the top right of the screen.

  • On the bottom section of the page ‘Filter an old report’ use the filters to select report type ‘Remuneration Statement’ and set the date range to cover the periods you wish to view. If you are paid weekly, statements are produced on the Monday prior to the payment being received in your account.

  • A list of remuneration statements produced within the date range selected should appear at the bottom of the screen.

  • You can now open the statement that you wish to view.

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