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Document history

Support guide

Your history with abrdn

We moved 5 years’ worth of statements, consolidated tax certificates and contract notes from your abrdn account to your new ii account, making it available for your reference. A closing statement from abrdn will also be added to your account shortly after the move.

Your document history is available to you in your account. You can access online copies of your Statements, Contract Notes, Consolidated Tax Certificates, Corporate Action Notifications, Cost Disclosures and correspondence from Interactive Investor by:

  • Selecting 'Person' Icon > Document history from your menu. 
  • Use the blue arrow to switch between your accounts.
  •  Select 'Migrated Documents' from the 'Document Type' dropdown
  • Any available documents will be shown at the bottom of your screen. 
  • Click to View or Download your documents. 

An email notification will also be sent to your registered email address when a document is ready to view within your account.

How to find

Once you have your account ready log in and select 'document history' from the 'accounts' menu.