Help & FAQs

How can I obtain the valuation for my account on a specific day?

This is not available through the website, so you would have to contact our Customer Experience Centre to make the request. 

You would need to confirm: 

  • Account details for the request 
  • Date/period the valuation is required for
  • any additional detail or specific information required. 

 Please note: Historical/unusual requests have a fee of £10 + VAT per request.

Submitted on 20th Aug 2018

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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