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How do I get an account statement?
How do I get an account statement?

Where to generate a statement for any of your Moneybox products.

Brandon avatar
Written by Brandon
Updated over a week ago

If you need a statement for proof of deposit, or for any other reason, statements are available in-app in Settings > Account documents > Statements. Here you can generate a new statement, based on your chosen date range, by tapping the ‘Generate new statement’ button at the bottom of the screen; as well as view any previous statements.

Once your statement has been generated, you can tap the envelope in the top right corner to email a copy to your Moneybox registered email address 😊

If you hold a General Investment Account, your 2023/24 tax year Consolidated Tax Certificate can also be found in Settings > Account documents > Statements.

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