Help & FAQs

Can I access historical Consolidated Tax Certificates?

Yes. Historical statements can be located via your secure message inbox, providing you have placed a tick in the 'Do Not Delete' box. If they have been deleted from the inbox, they can still be accessed through your deleted items for 90 days.

Should your request exceed these timeframes, you would need to request a duplicate from us by sending a secure message or by contacting the Customer Experience Centre on 0345 0700 720.

Please note: A fee will be applicable for us to extract old documents.

Submitted on 9th Jul 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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