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Monthly/Quarterly Statements

Guest James256

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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.

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