What documents can I get from Trading OLDF?

We will send you essential account activity docs automatically via email. There are also some documents you can download directly from the app. Here's the full list: 

Received via email 

 

Account activity statement 
A confirmation of the recently executed trades in your account in PDF format. 

Download from the app

 

Confirmation of holdings 
A list of all opened positions in the account.

Monthly statement 
Contains information for positions, account value, payments, etc for the selected month. This document can be downloaded in PDF format.

Transaction statement
Confirmation of all your deposits, withdrawals, and account value. This document also includes your address.

Cash ISA statement
You can generate it as a transaction statement for your Cash ISA.

Costs & charges report 
Breakdown of all fees and charges that you paid. You can generate it on a yearly basis. 

Trading confirmation
Provides detailed information for a specific trade executed in your account. The statement is not available for orders representing corporate actions and events. The statement is also not available for Crypto accounts

Annual statement 
Breakdown of your full trading activity during a tax year. You can use this document when you file your tax return. 

Annual Statements and Tax Statements cannot be generated for Cash ISA or Stocks & Shares ISA accounts. These products are tax-free under current HMRC regulations, and therefore no tax documentation is produced.

Card statements
Confirmation of the transactions executed with your OLDF card.

Here's how you can download these documents: 

1. Go to Menu
2. Scroll down to Documents
3. Swipe across the different document types. 
4. Choose the document you want to generate and download

Received from our team

 

Contact us if you need: 

Annual statement

Breakdown of your full trading activity during a tax year. Historically, for years prior to 2024, you can request it from us, and we will send it to you via email in PDF format.

Account confirmation letter
General information about your Trading OLDF account. This document also includes your address.

We can't make changes in the format of any of the documents.