What key documents can I receive and how are these sent to me?
You can receive the following documents online through My Barclays documents.
- Regular Statement
- Contract Note
- Transfer Form
- Consolidated Tax Certificate
- Direct Debit Advance Notice Confirmation
- Direct Debit Instruction
- ISA Declaration
It’s easy to let us know whether you’d like paper copies or not. You just need to amend your settings by following these steps:
- Log in to your Smart Investor account, and click on the ‘Investments’ tab
- From your ‘My Hub’ page, select ‘Manage Account’ and then ‘Important documents’
- Choose the online option.