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.
