Improved Statement to include deposits, HMRC contributions and Dividends

Ideas 💡
1

I would like to suggest making our monthly statements of more use than they presently are by including deposits, withdrawals, HMRC contributions, dividends and total contributions in present month, this tax year and to-date.

At present I get more data from the various app screens or activity feed than I do on the monthly statement and if it was all on the statement it would be a great help please.

2

Plus the tax reclaims for PIDs - they don’t even seem to appear in activity and we just have to trust its happening :joy:

3 Likes
3

This is exactly what bothers me too! That’s why I ask Freetrade to send me a statement by email monthly.

4

Maybe if enough of us do that they’ll prioritise an update :smile:

1 Like