How do I see my accounts or holdings or positions on particular dates on Barclays One?
To view historic holdings or positions you will need to look at your Investment Statement documents by following these steps:
- Please log in to Barclays One.
- Click Documents (top navigation bar).
- Under Refine by (left), you'll see Date range.
- Next, to the right of From:, please click the calendar icon (picture).
- Use the arrows to find the starting date you’d like to search for accounts or holdings or positions from.
- Click on the date to select it.
- Next, to the right of To:, click the calendar picture (icon).
- Use the arrows to find the end date you’d like to search for accounts or holdings or positions to.
- Click on the date to select it.
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