The CSV download of your Activity Feed includes all activity from the date you opened your account, including:

  • Top ups

  • Withdrawals

  • Dividends

  • Interest

  • Monthly statements

  • Any returned deposits

  • Contract notes

  • Free share contract notes

  • Queued contract notes

  • Tax relief (where applicable)

  • SIPP annual statement (where applicable)

  • SIPP wake up pack (where applicable)

  • SIPP pre-sale illustration (where applicable)

Please note that any account transfers from other providers are not included, such as GIA, ISA or SIPP transfers.

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