Managing your IFISA
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      3. Managing your IFISA

      Do you provide an annual interest statement for my account?

      Yes, this will be uploaded to your account annually.

      Yes, this will be uploaded to your account annually.

      1) Please log in to your account;

      2) Go to the Account Overview section

      Screenshot 2021-05-24 at 11.29.21

      3) You will see Tax Certificates - choose appropriate dates and options. Then download. 

      Screenshot 2021-05-24 at 11.29.45

      Please view the following link for guidance in regards to the Tax certificate Tool

      Please note Interest from Innovative Finance Individual Savings (IF-ISA) Accounts does not count towards your Personal Savings Allowance because it’s already tax-free.

       

      Updated 24th May 2021