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Navigating the App

Where Can I Find All My Documents?

Access all your statements, agreements, policies and important documents from the My Documents section of the Yeeld app.

Where Can I Find All My Documents?

The My Documents section gives you one place to view and download all of your important Yeeld documents, including statements, agreements and policy documents.

To access it:

  1. Open the Yeeld app.
  2. Tap More from the bottom navigation.
  3. Select My Documents.

From here, you can browse and download all documents associated with your account.


What Documents Can I Find?

Account Statements

View and download your monthly Yeeld GBP account statements to keep a record of your transactions and account activity.


Investment Statements

If you have investment accounts with Yeeld, you'll find statements for each product in separate folders, including:

  • ISA
  • GIA
  • SIPP

This makes it easy to find the documents you need for your records or tax purposes.


Cashback Statements

View a history of your cashback rewards, including details of rewards you've earned through eligible purchases.


Policies, Terms and Agreements

You'll also find copies of the important documents that govern your use of Yeeld and its services, including:

  • Terms & Conditions
  • Privacy Policy
  • Platform policies
  • Yeeld GBP Account agreements
  • Investment account terms
  • Other legal and regulatory documents

What Happens When Policies Change?

From time to time, we may update our policies and agreements.

For minor updates, we'll notify you by email. Continuing to use Yeeld after these changes take effect will be treated as acceptance of the updated terms.

For major updates, you'll be asked to review and accept the new version the next time you sign in before you can continue using the app.

Each document displays:

  • The policy version
  • The date you accepted that version

This information can be found at the bottom of the document.


Can I Download My Documents?

Yes.

Every document in the My Documents section can be:

  • Viewed directly within the Yeeld app
  • Downloaded as a PDF for your own records

This allows you to keep copies whenever you need them.


In Summary

The My Documents section is your central library for all your Yeeld documents. From account and investment statements to cashback records and legal agreements, everything you need is available in one place and can be viewed or downloaded whenever you need it.

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Yeeld's products and services are provided by Yeeld Financial Services LTD (15776510) and Yeeld Investments LTD(15775018), wholly owned subsidiaries of Yeeld Technologies LTD (14870361) registered in England and Wales with a registered office at Level 18, 40 Bank Street, Canary Wharf, London, England, E14 5NR.
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This card is issued by Transact Payments Limited pursuant to licence by Visa Europe Limited. Transact Payments Limited is authorised and regulated by the Gibraltar Financial Services Commission. Electronic money accounts and related payment services are provided by Transact Payments Limited, a payment and electronic money institution authorised and regulated by the Gibraltar Financial Services Commission (GFSC) to offer payment and electronic money services in Gibraltar and the United Kingdom. Registered office: 6.20 World Trade Center, 6 Bayside Road, Gibraltar, GX11 1AA. Incorporation number 108217. Whilst Electronic Money products are not covered by the Financial Services Compensation Scheme, your funds will be held in one or more segregated accounts and safeguarded in line with Part 4 of the Financial Services (Electronic Money) Regulations 2020.

The Authorised Push Payment (APP) Fraud Reimbursement rules, that apply to bank and payment service providers for relevant UK consumer accounts,do not apply to the accounts provided by TPL.
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For more information on how to prevent APP Fraud from happening, please visit our FAQ section on Fraud.

Yeeld Investment Limited (FCA no: 1019161) is an appointed representative of WealthKernel Limited is authorised and regulated by the Financial Conduct Authority, no. 723719, registered in England and Wales, no. 09686970, with a registered office at 41 Luke St, London, UK, EC2A 4DP. All assets held under custody are protected by The Financial Services Compensation Scheme (FSCS) up to a value of £85,000. Please refer to https://www.fscs.org.uk for more information.