How can I view statements from my previous ISA IBUK since migration to IBUKL?

You can view the IBUK ISA accounts by following these steps in the Client Portal:

  1. Log into Client Portal
  2. Click Performance & Reports followed by Statements under Reports
  3. Then click Add/Edit next to your account number
  4. In the pop out menu that appears, please select the blue filter icon.
  5. Please select ‘Migrated’ and then select the old account.
  6. Now, you can download the reports/activity statements as you normally would.
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