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How do you track all savings/bank accounts including those such as T212/Chip/Atom?
VT41
Posts: 79 Forumite
I’m trying to find all my ISA/savings accounts I’ve used over the years. I’ve switched them from one to another and trying to remember where I’ve put them
I used to have a spreadsheet but cannot locate this
I’ve used ‘my lost account’ but this doesn’t show everything
I’ve also submitted a subject access request with HMRC giving my NI number to see what they have on record
Is there any other method?
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Comments
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I would recommend starting with searching your emails as often your sent a email confirmation of account opening. Alternatively, look through your letter as some providers will only have sent you letters regarding opening.
If you can't find your spreadsheet, check it's not on a previous computer or laptop and you can also try searching your files (there's a search bar in file explorer) using key words such as 'ISA', 'savings', 'accounts' etc.
A combination of these two points is also helpful as you can search your emails for 'ISA'.0 -
Look through some old bank statements.... if you've got £20k leaving the account shortly after 6th April that'll be the S&S ISA ....0
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