Interest certificates

subjecttocontract

Like others I keep track throughout the year. Certificates are useful to confirm my figures but I don't really care if I get them or not. Interestingly I received my 1st interest certificate today from The Family B/Soc.

allegro120

olbas_oil said:

Do you rely on the figure in your Gov Gateway tax account for details of interest? If so, when does this get updated for 21/22?
I've always collected my own, but with several savings accounts it is quite hard. Particularly with accounts I closed mid-year. Each provider seems to have their own, often obscure,  method of accessing the annual statement of interest (some even expect you to go through monthly statements and add it up). 

Would it be a good idea if people posted the method for individual banks?
To start the ball rolling:

• Chase - app based, click on the head/shoulders icon top left. Choose statements. Choose %interest. 
• Kroo -  app based. Either they haven't prepared these yet, or it needs a specific request. Mine is promised for 3 days time.
• Cynergy - browser and app to login! Look for account services on menu bar at top. Choose 'Confirmation of interest paid'. Select account.  Request confirmation. Select year. Click 'view confirmation'
• Coventry- browser. Well done Coventry! All account information in one pdf. Choose any savings account, select 'statements' and choose 'annual statement'
• Santander- browser. I found this yesterday. I went back just now to list the steps for this post, and I've just wasted 10 minutes getting lost. If anyone finds it, please post!

I've done mine about a week ago.  Chase and Zopa were great, for the rest of them I had to look at statements and calculate manually.

janusdesign

for anyone wanting certificates from Cambridge BS, you will need to ask them for one (they're not automatically generated nor can you create one from the site) - they will then prepare it manually and upload it to your documents section.