How to use your Financial Account
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      Financial Account statements

      Download statements directly from your transactions page with ease

      Downloading a statement

      You can download statements easily and directly from your Financial Account by following the steps below:

      1. head over to the 'Portfolio' page
      2. Select 'View' on your chosen Financial Account
      3. Under the transactions list, click 'View all'
      4. You can now enter your required details and press 'Download statements'

      Screenshot 2024-06-05 at 15.58.01

       

      You can only download a statement once the full month has passed. For example, you will only be able to download a May statement from the 1st of June.

       

      Feel free to reach out to our team at gethelp@getground.co.uk. We're happy to help.