When will I receive statements?
We’ll provide a statement for your SIPP, ISA or Dealing account showing the investments and cash you hold four times a year. These are available shortly after each calendar quarter end, and we’ll send you a secure message to let you know when they’re available. You can view and download this statement on the ‘Documents’ page. You'll find this by logging into your account and selecting 'Documents' from the ‘My account’ menu under the 'Account overview' column.
If you have a SIPP with us you’ll also get an annual SIPP statement. We’ll send you an email when this is available, and you’ll also find this under ‘Account summaries’ in the ‘Documents’ page.
Once a year, we’ll also send you a costs and charges statement, outlining all the charges we’ve collected from your account, as well as any applied by fund managers.