Where can I find my annual statement?

Your Triodos annual statement can be downloaded in the online Captin platform. Follow these steps to gain access to your annual statement:

1. Go to https://triodos.captin.com and log in to your account. 

2. Having logged in, click the green button 'My portfolio' on the left. Then select your portfolio to go to the dashboard.  

3. Once you are on the dashboard, navigate to the 'Reports' tab on the left.

4. Under the button 'Annual statement', select the appropriate year and choose 'Send to inbox'.

Your annual statement will soon be available in your personal Captin inbox, which can be found in the platform by clicking the envelope icon in the upper right corner. There is an attachment to the message with the annual statement. You can click directly on this attachment. The title of the attachment begins with the date you requested the download. Please bear in mind that generating the statement may take some time, depending on the workload.  Once the statement is available, you can save the document or send it to your computer from your inbox on the platform.

For more detailed instructions with screenshots, you can also consult the manual below.