Correspondence Available Online

  • Contract Notes
  • Valuations
  • Private Equity Review
  • Property Reports
  • Nominee Statements
  • Tax Packs
  • Statements of Chargeable Gains
  • Guide to the tax treatment of Davy investments 

To sign up for Online Correspondence

To register for this service you must have online access to your Davy account.

If you do not have online access 

If you do not have online access, please click here to download the application form, or contact your portfolio manager. 

If you already have online access 

If you currently have online access, follow the steps below to register for online correspondence: 

  1. Log in to Davy
  2. Go to Accounts > My Personal Details
  3. Under Manage Online Correspondence tick the box
  4. If there are any documents that you would prefer to receive by post, choose them from the list that is displayed
  5. Press "submit"

It may take a few days for us to process your updates.

Managing Online Correspondence

You can manage which items of account correspondence you receive online. To add or remove correspondence, please follow the steps below: 

  1. Log in to Davy
  2. Go to Accounts > My Personal Details 
  3. Add or remove Correspondence from your Online Correspondence list
  4. Press "submit"

It may take a few days for us to process your updates.

Online Correspondence Request
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