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Alliance Trust ISA Transfers

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  • I messaged ATS yesterday to say I couldn't work out how to generate a profit/loss statement on both individual holdings and the overall SIPP.

    They emailed back to say they don't offer that functionality and I would have to do it manually by checking the original contract note and working it out against the current price.

    ATS are good on price for SIPPS and their fund offerings are pretty broad but transfer service and what should be basic platform functionality are pretty poor.

    I'll give them 6 months and then look at iweb who hold my ISA's and are excellent.
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