Institutions
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How can we help?

How can I check my annual contribution made to my ISA account?

You are able to see an overview of the contribution information for the current tax year by following the steps: 

> Login to Client Portal 

> Home Page 

> Your Portfolio

> Deposit 

> Choose Bank Transfer 

You will then see the section Contribution information table, including Year to Date Contribution 

Alternatively, you can check the contributions made (along with withdrawals) by running a daily activity statement with a custom date range from the Performance & Reports section in to the Client Portal.