Document history

Your history with ATS

We have moved your account(s) and included five years’ worth of ATS statements, consolidated tax certificates and contract notes for your future reference. We will be adding a final statement to cover July through to 11 October 2019 in the next few weeks, once our checking has been completed. 

To help you track gains and losses on your investments, we also created a ‘book value’ for each of your investments when we moved them over to interactive investor. This was their value at close on 11 October 2019 but you will be able to edit it easily online to reflect their original purchase cost, or value at another date, if you prefer.