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Annual Statement - add full year interest earned#149

D

Hello, for the annual tax statement report can you please add a TOTAL for interest earned in the full calendar year ( and remove the amounts for each individual month) . Thank you

a year ago

Hi Declan,

Thank you for your feedback! The total for interest earned in the full calendar year is currently available in the Taxation Overview section which you can find under My Portfolio > Transactions and then scroll down to Taxation Overview.

I’ve also shared your request with the tech team for consideration.

Best,

Liz

a year ago
J

All tax info to be provided where expected, no use having to click around. Agree in full!

a year ago