Will you send me a statement for my Smart Portfolio?

Yes. We’ll send you a report by email every six months (or every three months upon request) which outlines:

  • How your portfolio’s performing
  • The ETFs you’re invested in
  • Your transactions over the period
  • Any fees we’ve charged you
  • If you would like this in a paper format through the post, please let us know. There will be a charge of £1 for this. 
  • Alternatively, you can view a detailed breakdown of all your investments and their performance at any time through our online platform. 

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