Where can I find my annual income statement?

Updated 5 months ago

To find a downloadable, PDF version of your annual statement or tax year statements, all you need to do is follow these steps if you're on a desktop computer:

  1. Login to your account
  2. Open your investment
  3. Scroll down to the performance section (underneath your investment breakdown)
  4. Click 'statements'
  5. You can then use the dropdown menu highlighted below to toggle between different statements. Just select the one you want and then hit the ‘Download statement (PDF)’ button

If you're trying to do this on a mobile device, the steps are ever so slightly differnet. Here's what you need to do:

  1. Login to your account
  2. Open your investment
  3. Scroll down to just above the Performance section
  4. You'll see a small box titled 'performance', highlighted in the image below. Tap this and you'll see a list of options.
  5. Select 'statements' and from here you can use the dropdown menu to toggle between different statements. Just select the one you want and then hit the ‘Download statement (PDF)’ button

If you're looking to close your Zopa investment, you can download your statements as part of that process. Check out this FAQ for more details.

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