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:

  1. Log in to your Smart Investor account, and click on the ‘Investments’ tab
  2. From your ‘My Hub’ page, select ‘Manage Account’ and then ‘Important documents’
  3. Choose the online option.

Find out more with our Self Service information