Monthly and Quarterly Statements

[Kartikeya]

The Statements section on MyIG mentions: " We provide statements annually, quarterly and for each day in which you make at least one trade or payment. "

 

However, I can only see daily statements. It will be helpful to either:

1) Show monthly and quarterly statements there.

2) Correct the text to only mention daily statements.

[Guest Jared]

It is unbelievable that they even don't provide monthly, quarterly or yearly statements. . 

[MichaelMSM]

Yea. Unfortunately this makes the broker totally inefficient for tax purposes. That's how simple it is. Anybody who deals with HMRC or whatever country you are your tax department will understand that using IG might cause paying disproportionate taxes unfairly. How are you to demonstrate how much you top up your ISA ? how are you to demonstrate your profits and losses. Free of fees al almost any kind gives greatest of positives to IG compared to other brokers. BUT only this negative is enough to make you abandon this platform forever! Annual fiscal accountancy will cost you tonnes of money with you honestly don't have to pay

[ArvinIG]

16 hours ago, MichaelMSM said:

Yea. Unfortunately this makes the broker totally inefficient for tax purposes. That's how simple it is. Anybody who deals with HMRC or whatever country you are your tax department will understand that using IG might cause paying disproportionate taxes unfairly. How are you to demonstrate how much you top up your ISA ? how are you to demonstrate your profits and losses. Free of fees al almost any kind gives greatest of positives to IG compared to other brokers. BUT only this negative is enough to make you abandon this platform forever! Annual fiscal accountancy will cost you tonnes of money with you honestly don't have to pay

 

On 03/07/2020 at 14:06, Guest Jared said:

It is unbelievable that they even don't provide monthly, quarterly or yearly statements. . 

 

On 07/01/2020 at 00:36, Kartikeya said:

The Statements section on MyIG mentions: " We provide statements annually, quarterly and for each day in which you make at least one trade or payment. "

 

However, I can only see daily statements. It will be helpful to either:

1) Show monthly and quarterly statements there.

2) Correct the text to only mention daily statements.

Hi All, 

Please find below what statements you will receive depending on the type of account you hold:

More information here.

All the best - Arvin

[MusingMarket]

I have a share dealing account and don't receive Monthly statements (and they don't display via Live Accounts > Statements  > Trading Statements tab > Type Monthly). Nor have I received the CTC for the last financial year. 

[hamburger]

CTC I have phoned and emailed  frequently over the lasr 4 months and have consistently been  lied to about CTC availability, the time has come to report improper client accounting to HMRC as well as the relevant authorities  - please start formal complaints and the sytem might improve  - I have moved my account  to Interactive Broker who have functional administration

[ArvinIG]

12 hours ago, MusingMarket said:

I have a share dealing account and don't receive Monthly statements (and they don't display via Live Accounts > Statements  > Trading Statements tab > Type Monthly). Nor have I received the CTC for the last financial year. 

 

7 hours ago, hamburger said:

CTC I have phoned and emailed  frequently over the lasr 4 months and have consistently been  lied to about CTC availability, the time has come to report improper client accounting to HMRC as well as the relevant authorities  - please start formal complaints and the sytem might improve  - I have moved my account  to Interactive Broker who have functional administration

Hi all, 
There is unfortunately a delay in the release of the CTC. We apologies for any inconvenience caused.

We will let you know as soon as they are ready.
Thanks - Arvin

[Kartikeya]

I still can't see monthly statements for my ISA, CFD or Share Dealing accounts. @ArvinIG 

Why is this information not available for my accounts? Do I need to opt in somewhere?

[ArvinIG]

On 24/07/2021 at 02:27, Kartikeya said:

I still can't see monthly statements for my ISA, CFD or Share Dealing accounts. @ArvinIG 

Why is this information not available for my accounts? Do I need to opt in somewhere?

Hi @Kartikeya,

Once on My IG > Dashboard > Live Accounts, please make ssure that your are viewing the relevant account.

If you still having difficulties, the best would be to reach out to helpdesk.uk@ig.com for further assistance.

All the best  - Arvin

[Kartikeya]

@ArvinIG, I can confirm that these statements are not showing for me on the website.

I've reached out to helpdesk to see if they can fix this.