If you would like an ad-hoc statement please send us a Nutmail stating the type of statement you would like and, if relevant, the date range you require.
Here’s a list of documents we can provide:
Basic valuation report
- A snapshot of the overall value of your account at the previous market close, your name, account number and address on our company headed paper. This is typically requested for mortgage applications.
Detailed valuation statement
- The valuation of your overall portfolio and transactions on your account between two dates. This includes asset allocation information, a record of every trade and ISA or pension contribution details.
- A declaration that all assets invested with Nutmeg are managed under our discretion and our customers have no involvement in the selection of securities.
We will send a password protected PDF to your registered email address and the password to open the document will be sent to your Nutmail shortly after.