Will you send me a tax summary?
We will – at the end of each tax year. When your tax summary is ready to view and download, we’ll let you know by sending you a secure message.
You can find your tax summary by logging in, and from the ‘My account menu’, clicking ‘Documents’. Then from the ‘Document type’ dropdown, choose ‘Annual tax summary’.
- Can I deposit a share certificate into my AJ Bell Youinvest Dealing account?
- Can I open a Dealing account in joint names?
- How can I pay money into my account?
- If I am a non-UK resident, can I open a Dealing account?
- Can I move cash from my Dealing account to other accounts I have with you?
- Can I open a Dealing account for a child?