Contract notes / transactions?

[baylis]

I’m new to this platform… 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??

tx

[Richard.W]

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.)

New feature - Export your investing history

You can now download your investing data as CSV! The new option is located in the top right corner of the history section of your ISA or Invest Account. [image] Select the time frame you want to export (max. 1 calendar year): [image] You have control over the type of data included in the export. For example, if you wish to omit data related to deposits, withdrawals, and transfers, simply turn off the ‘Transactions’ option under ‘Included data’. Once submitted, your export request might t…

[mrodent33]

Yes, the problem here with this “export to .csv” feature is that (pretty obviously) it has no probative value WHATSOEVER. Most of us who are dismayed customers of T212’s silly decision not to generate proper contract notes want something saying what they bought… a PDF probably, with something identifying this as a LEGAL DOCUMENT issued by the broker. Like most other brokers on this planet produce.