CSD easy way to find out how much you've contributed?

Corbula

I've been using Charles Stanley Direct for about 18 months now. I put in a lump sum when I opened it and left it but at around the end of last year I started putting in £50 a month.

Is there any easy way on Charles Stanley Direct that tells you how much you've deposited? The only way I've been able to work it out is looking at through the contact notes and counting how many I've done. This after a while is going to be very awkward though.

Also, another quick one. In the S&s ISA if I go to withdraw everything, is if the figure next to portfolio value? I'm not going to but just wanted to make sure that's the figure I should be looking at.

Thanks all

MichelleUK

Corbula wrote: »

I've been using Charles Stanley Direct for about 18 months now. I put in a lump sum when I opened it and left it but at around the end of last year I started putting in £50 a month.

Is there any easy way on Charles Stanley Direct that tells you how much you've deposited? The only way I've been able to work it out is looking at through the contact notes and counting how many I've done. This after a while is going to be very awkward though.

Also, another quick one. In the S&s ISA if I go to withdraw everything, is if the figure next to portfolio value? I'm not going to but just wanted to make sure that's the figure I should be looking at.

Thanks all

In the main dashboard, you will see a bit that shows how much of your annual allowance is left. Click on where it says Isa Contributions in green and it will show your contributions per tax year. If you need to see them in more detail click on Transactions and then Statements from the dashboard.

The Total value shown against the ISA on the dashboard is cash plus portfolio, so if you wanted to empty the ISA you would use the Total figure. Obviously, you would need to sell all of the investments first if you wanted to withdraw everything as cash, in which case portfolio would be zero and cash and total would be the same figure.
PS. This is using the normal website, I do not use the app.

Corbula

MichelleUK wrote: »

In the main dashboard, you will see a bit that shows how much of your annual allowance is left. Click on where it says Isa Contributions in green and it will show your contributions per tax year. If you need to see them in more detail click on Transactions and then Statements from the dashboard.

The Total value shown against the ISA on the dashboard is cash plus portfolio, so if you wanted to empty the ISA you would use the Total figure. Obviously, you would need to sell all of the investments first if you wanted to withdraw everything as cash, in which case portfolio would be zero and cash and total would be the same figure.
PS. This is using the normal website, I do not use the app.

Only just got round to having a look. That's great thank you, that's much easier. I got confused when I started seeing different columns for things like tax cost and thing, wasn't sure what I would actually get. I assume if I took it all out as cash, then fees would still come out of the Total figure as well?

ColdIron

From memory CSD deduct fees monthly so if you sold up and cashed out there may be a residual fees but only for a handful of days