Monthly/Quarterly Statements

[Guest James256]

In the Statements section, it would be super helpful to be able to generate monthly and quarterly statements.

 

My employer requires regular statements of my trading activity. They are confused by the current reporting because (a) my statements are daily rather than weekly or monthly; (b) the statements don't show my account number meaning that my ISA statements look like my non-ISA statements; and © the statements don't show a date range and hence don't document inactivity.

[JamesIG]

Thanks for your suggestion. We periodically review all feedback so I shall make sure I pass this onto our statements and reporting teams at the end of the month.