Help & FAQs

What does the book cost shown in my portfolio include?

The automatically calculated book cost on your portfolio only reflects the value of any purchases and sales made through this service. It does not include purchases made through a corporate action, (e.g. rights issues), any holdings that you might chose to transfer in from another service or deposited share certificates. The book cost of each individual holding can be manually edited by you, should you wish to do so.

Submitted on 22nd Mar 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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