About transaction history
How can I access my transaction history?
You can access your transaction history via the following link. Your valuation reference numbers must be entered into your profile and you must be logged in to view your transaction history.
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What does the transaction history facility look like?
Please click here to view an example of the transaction history facility.
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How do I use the search facility?
The transaction history view defaults to show transactions over the past three months. To view transactions further back than three months, simply enter the required date in the transaction from field. The search facility allows you to view your transactions back to 01 February 2009 for Cofunds Holdings and 18 January 2010 for FundsNetwork holdings.
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Can I view my spouse/partner's transaction history?
If you have permission to view your spouse/partner's valuation details, then you will also be able to view their transaction history. If you would like to provide your spouse/partner with access to your Cofunds transaction history and your online valuation, please click here to update your permissions. Please note that your spouse/partner will also need to be registered on the clarity website. If you would like to view your spouse/partner's transaction history, then they will need to provide you with access via their login on the clarity website.
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Can I download my transaction history?
You can download your transaction history in PDF format by selecting the link at the top of the transaction history page. If you have permission to view your spouse/partner's transaction history, then you will also be able to download their transaction history.
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I need more information
If you have any queries or feedback relating to the transaction history facility on the clarity website, please contact clarity via email or phone 0870 24 22 043.
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