Online wealth services guide for tax reports

Are you gathering information for your tax returns? This guide may help you find the detail you need.

For information about investments you have sold, or bank accounts that now have a zero balance, please follow the steps in the options below for:

How to view transaction over the previous tax year  | How to download, filter and sort banking transactions over the previous tax year

How to view transactions over the previous tax year

Step 1: Go to ‘More’.

Step 2: Click on ‘Configure Dashboard’.

Step 3: Choose to ‘show nil’ bank accounts and/or investments.

How to download, filter and sort banking transactions over the previous tax year

Step 1: Choose ‘Banking’ from the menu bar at the top of your dashboard.

Step 2: Select a bank account.

Step 3: Click ‘Export Transactions’, then choose the ‘from’ and ‘to’ dates covering a maximum period of one year. Should you require transactions covering a period more than one year, you can simply repeat the process entering different dates each time.


Step 4: You will need to expand columns A and B, containing the transaction narrative and date, to see the full details, simply hover over the right hand edge of each column, and double click to expand.

If you are still having difficulties, please email our client services team to request a full Notice of Income Report, which provides the details of interest, other income and a full trading statement.


You can also visit our online access page for more information and guides on how to use our online wealth services, for both desktop and mobile platforms.

Get in touch

If you have any additional questions about how we help clients, whether it is about online access to your money, or about our wealth planning, investment management or private banking services, please click on the ‘contact us’ button to complete a form and ask your question.


We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

Contact Us

Give us a call today on +44 (0)1624 645000 or please complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.

Our office hours are weekdays from 8am to 8pm UK time, except for UK public holidays.

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