Fund supermarkets and quarterly reporting
Fund supermarkets and quarterly reporting
Author
Discussion

walm

Original Poster:

10,644 posts

232 months

Tuesday 13th January 2015
quotequote all
I am looking to switch my ISA and I am hoping someone can help.
It is currently with Fidelity which has been fine up to now.

However, for compliance reasons I now have to provide my employer with quarterly statements detailing any transactions for the period.

In my HL SIPP I happily login online and run a transaction report for any dates I like and generate a pdf.
Excellent.

However, for my ISA I have to call up and request it each time. It then takes two days. And usually they screw it up somehow so I end up calling multiple times. Gargantuan ball ache, although clearly a very first world problem!

At the same time, according to this chart Fidelity is relatively expensive:
http://www.telegraph.co.uk/finance/personalfinance...

So I was looking for a fund supermarket that has the functionality of HL I describe (online report generation) but doesn't cost as much as them, when looking at the middle-ish column of the table.

I tried iii and Trustnet Direct but they appear not to be able to answer the phone.

Anybody have any recommendations?

telford_mike

1,221 posts

215 months

Tuesday 13th January 2015
quotequote all
Just had a look at my Charles Stanley account and I can get a statement online for any period. View on screen or downloadable as Excel.

walm

Original Poster:

10,644 posts

232 months

Tuesday 13th January 2015
quotequote all
OK - super - many thanks Mike.