Your Nutmeg dashboard provides you with the most up-to-date information regarding your account, holdings and transactions. We always show your portfolio value after fees, and you can view the investment activity and the transfers, contributions or withdrawals you've made within the Activity pages accessible from each pot or from the main menu. Go to your Activity page.
In addition, you may also receive one or more reports and statements for your Nutmeg account. These are sent by Nutmail accessible from within your account. The types of reports, when you may receive them and what they include are listed below.
These statements show the status of your investments at the end date and how they have changed during the period including any payments in and out.
If you need a valuation statement for a specific period please send us a Nutmail with the dates you need.
Annual tax report
Sent once a year
We send this if you held investments outside an ISA or pension during the tax year. Income from these investments is taxable. The report contains a summary of any taxable income and gains for your account and all the information you need to complete a tax return, if you are required to do so.
The annual tax report includes your:
- Consolidated Tax Certificate
- Capital Gains Tax (CGT) report.
Sent when you set up a new investment pot and when you edit a pot or complete your annual account review
The suitability report a summary of the information you've provided about your personal goals and financial
needs, and explains why we have advised that the investment is suitable given what we know about you. We also highlight the risks and fees associated with a new investment.
Pension valuation statement
Sent twice a year
This provides an illustration of what your pension may be when you retire.
For all the reports and statements we send you, please read them carefully and let us know if anything is incorrect or there is anything you don't understand. Just send us a Nutmail with the details.
If you need any other information regarding your account, please get in touch.