Account Statements & Data Exporting - What formats would you want to see?

My guess is that it’ll be delivered as part of the (hopefully upcoming) web app functionality.

1 Like

Much clearer tax info for SIPP’s needed - this should be standard before a SIPP product is even offered.

In HL and other providers I can see at a glance my contributions and basic rate tax relief for any tax year I select.


Happy to try out the latest WIP implementation. I am filing my tax report right now and don’t want to go through the manual process with the CSV’s we receive once again :slightly_smiling_face:

1 Like