Questions about Hargreaves Lansdown? Maybe we can help.
Where can my Investment reports be found?
There are three simple steps that need to be followed to view investment reports.
1. Log into your account.
2. Click the Portfolio history link on the first page you come to.
3. From ‘statements, evaluations and pensions illustration sections’, download your report.
Where is my statement of contributions/ consolidated tax statement?
The consolidated tax statement can be found online. On the ‘My Accounts and Dealing’ Overview page select Portfolio history. Included in the Spring Investment Report is the consolidated tax certificate. Under the heading ‘Statements, Valuations and Pension Illustrations’ will be the consolidated tax report.
The Spring Investment Report can also be accessed via the ‘Tax Centre’ page.
What can I do with my loyalty bonus?
What you can do with your loyalty bonus depends on the kind of loyalty bonus you receive.
For loyalty bonus earned on funds bought before 1 April 2014, there are two options.
1. Hold as cash
2. Transfer to Capital Account.
For loyalty bonus earned on funds bought before 1 April 2014, there are three options.
1. Reinvest when you choose
2. Automatically reinvested ( your choice)
3. Automatically reinvested (largest Holding)
How can I pay fees from outside my SIPP and ISA?
Fees arising from SIPP or ISA can be taken from the Share Account and Vintage Fund.
Follow these simple steps
Log in to your account
Click the ‘Account Settings’ link towards the right-hand side of the screen. Just above the table showing your account(s) and its value, you will see a number of links.
On the left-hand side of the screen select the ‘Fees and minimum cash balance’ option
click ‘edit fee collection options in the ‘Fee Collection Options’ box,
click Save after choosing the option ‘Collect fees outside account where possible’
How is my cost calculated?
The cost digits shown for investments held within the Vantage Service are based on the total number of shares/units held, multiplied by the average cost price (this includes dealing charges and stamp duty) of all purchases in the stock. The average cost price makes no reference to sales, it is calculated by reference to purchases only.
How come some of my investments have N/A or a zero quoted yield?
A great number of funds quote a yield. If 0 is the value showing as the yield figure, then that is the declared yield by the company. If no yield figure is provided then the yield shows N/A. In this case, it doesn’t necessarily mean that the investment has no yield.