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How can I view a historic valuation on my account?

For historic valuations, you can check previous statements by selecting 'Documents' either from the 'Quick actions' section, or by going to 'Documents & messages' on the the main menu when logged in.

You can also view valuations for specific dates by going to 'Transactions & Reports', then 'Profit & loss report'. From here you can select a custom date to view an overall account valuation (please note, the report will only go back to 01/01/2016).

For valuation requests for specific dates before 01/01/2016, you can send us a secure message by selecting 'Messages' and then 'Send a message' from the main menu when logged in.