How do I export or print out my investments?
This will need to be done via the Desktop site. Once on the ‘Investments’ tab, select either ‘Export As’ or 'Print'. 'Export As' allows you to export your investments to Excel or Csv format. 'Print' allows you to 'Print to Pdf' which you can then save and/or print out.
How do I print my transactions?
This will have to be done via a Desktop, select ‘Activity’ and choose the ‘Stock Transaction’ page, choose ‘Export As’ on the filter drop down and click either ‘Excel’ or ‘CSV’. Once downloaded to your PC, you will be able to print as normal.
How can I sort my income activity?
From the ‘Income Activity’ page, you are able to sort by Date, Wrapper, Currency or Amount by selecting the heading. You can also use the date filter to select a calendar or tax year, as well as a custom date range. You can also use the search bar to locate specific income payments.
How can I sort my investments alphabetically?
Whilst on ‘Investments’ page, you can sort the table by selecting any of the headings which will sort ascending to descending. To sort alphabetically, just click on ‘Description’.