In the online Customer Centre, a transaction will be labelled as ‘unknown’ if your adviser has moved assets within a model portfolio you are invested in, or where you have started to take income from one of your pension accounts. A more meaningful label will be shown against these transactions in your quarterly statement.
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- In my transaction history on the online Customer Centre, what is an ‘unknown’ transaction?
- Will I be able to take withdrawals from my investments online?
- How has the online Customer Centre been improved?
- How can I register for the online Customer Centre?
- Can I continue to use the same login and password to access my accounts on the online Customer Centre?