Iām new to this platformā¦ Once an order has been placed is there any sort of contract note generated?? Is it possible to download all transactions to a spreadsheet .csv file??
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You receive a contract note by email the day after the trade. For csv data see the post below. (It is worth using the search facility in the forum to find, as in this case, if your question has already been answered.)
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Yes, the problem here with this āexport to .csvā feature is that (pretty obviously) it has no probative value WHATSOEVER. Most of us who are dismayed customers of T212ās silly decision not to generate proper contract notes want something saying what they boughtā¦ a PDF probably, with something identifying this as a LEGAL DOCUMENT issued by the broker. Like most other brokers on this planet produce.
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4 years later, still no transaction contracts available. I think I will transfer out T212 to a proper broker where you can document your GIA transactions if HRMC comes to knock on your door.
- You get contract noted sent next day to your registered email.
- You can generate a trading statement in your app.
But anyhow farewell and good luck with your new broker 
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Since I joined in February, I did not receive any individual contract note for any of my purchases.
I could not find a contract not to download from my laptop. Had a look into application and I could download transactions as CVS but as a bulk.
To be able to keep good records for CGT and to be able to prove HMRC I kept good records, I need a contract note for each transaction(ideal a PDF form to give all the details of the transaction).
Iāve asked about the individual contract notes multiple times. I just receive giant, difficult to display & read Account Activity statements with my name and my customer ID on it, but no address, so doesnāt look OK to me. I have HL and Vanguard accounts and they issue contract notes promptly. Obviously T212 donāt find it necessary to issue downloadable PDF individual contract notes and they call the lists of transactions/holdings contract notes when these look nothing like contracts between myself and T212ā¦
Please at least add the address on these statements! may be Iām missing something, but thereās not a single downloadable document on T212 with all my info in one place (name, account No, address, assets). I have take screenshots of everything 
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But you get emailed these daily and can download yourself in the app? Are they going to your junk or would you like some user guidance how to generate a copy in the app?
On the IPhone app, if you click the three lines and then select documents, you can download account activity statements and U.K. tax reports and stuff like that. I just checked and mine have my address on if thatās what you are looking for to confirm where you live?
Activity statement comes in Excel format.
Not a proper document which can be emailed to HMRC for example if asked for it.
Looks like a PDF to me and I can customise the date range?
Thereās also an annual document I use and send to HMRC and had no issues the last few years them accepting it.
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I still cannot find the PDF format to download. The only thing I see is CSV file. Maybe Iām thick, but cannot find it on the contract note.
I receive the statements, but these are not ācontract notesā and they donāt include my address.
I receive individual contract notes from Vanguard for example, T212 donāt issue these. I can download monthly statements, thereās no address included as well and thereās just a ātax return guideā under Annual statementsā¦
Thereās a downloadable cash āTransactions Statementā with my name and address included, but thatās it, just cash in and out.
Thereās a āConfirmation-of-holdingsā which shows my name, my Customer ID and (no idea why) my BG National ID. I live in the UK, T212 have my UK address, a copy of my British passport and I have an ISA account in the UKā¦ Why would I need a document with my irrelevant BG national ID on it but not my UK address for UK tax purposes?!? I am absolutely baffledā¦
Iāll keep looking, but right now I canāt find a proper contract note between T212 and myself to show that I, who live at that UK address own that asset.
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