Where can I see confirmation of my investment purchases and redemptions?

After a buy or sell trade is confirmed, you will be able to download a contract note in the Triodos Mobile Banking App and/or Internet Banking. Once in your Stocks and Shares ISA or Impact Investment Account, go to ‘Transactions’ and underneath ‘Transactions’ click on ‘Completed’ which will show you the details of all your purchases and sales including:

• £ amount bought or sold
• Number of shares bought or sold
• Price per share at the time of the transaction
• A download button through which you can download a PDF contract note

You can also see ‘Pending’ purchases or sales under ‘Transactions’.

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Related how-to guides

How to set up a regular monthly investment

How to sell your impact investment shares

How to buy shares or top up your impact investment

How to transfer an existing ISA to a Triodos Stocks & Shares ISA

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