diff --git a/.woodpecker/build.yml b/.woodpecker/build.yml
new file mode 100644
index 0000000..423ea0c
--- /dev/null
+++ b/.woodpecker/build.yml
@@ -0,0 +1,45 @@
+when:
+  event: push
+  branch: [main, master]
+
+clone:
+  git:
+    image: woodpeckerci/plugin-git
+    settings:
+      attempts: 5
+      backoff: 10s
+
+steps:
+  - name: lint-and-test
+    image: python:3.12-slim
+    commands:
+      - pip install --no-cache-dir "poetry==1.8.4"
+      - poetry install --no-interaction --no-root
+      - poetry run ruff check .
+      - poetry run mypy broker_sync tests
+      - poetry run pytest -q
+
+  - name: build-and-push
+    image: woodpeckerci/plugin-docker-buildx
+    depends_on:
+      - lint-and-test
+    settings:
+      # Image name is `wealthfolio-sync` to match the deployment in
+      # infra/stacks/wealthfolio/main.tf (CronJob `wealthfolio-sync`).
+      # The repo is called `broker-sync` because the source covers
+      # multiple brokers (Trading 212, Schwab, Fidelity, IMAP-CSV) —
+      # we just happen to publish it under the wealthfolio name since
+      # that's the consumer stack.
+      repo:
+        - forgejo.viktorbarzin.me/viktor/wealthfolio-sync
+      logins:
+        - registry: forgejo.viktorbarzin.me
+          username:
+            from_secret: forgejo_user
+          password:
+            from_secret: forgejo_push_token
+      dockerfile: Dockerfile
+      context: .
+      auto_tag: true
+      platforms:
+        - linux/amd64
diff --git a/Dockerfile b/Dockerfile
index a6c526c..35224ef 100644
--- a/Dockerfile
+++ b/Dockerfile
@@ -20,14 +20,56 @@ FROM python:3.12-slim
 
 WORKDIR /app
 
+# Playwright needs a big list of system libs for Chromium (fonts, NSS, libs
+# for rendering, audio stubs, etc.). Mirror the list Playwright publishes at
+# https://playwright.dev/docs/browsers#system-requirements for Debian 12.
+# Fidelity PlanViewer is the only consumer today; gated to the fidelity-*
+# CronJobs via the provider's explicit Playwright import.
+RUN apt-get update && apt-get install --no-install-recommends -y \
+      ca-certificates \
+      fonts-liberation \
+      fonts-noto-color-emoji \
+      libasound2 \
+      libatk-bridge2.0-0 \
+      libatk1.0-0 \
+      libatspi2.0-0 \
+      libcairo2 \
+      libcups2 \
+      libdbus-1-3 \
+      libdrm2 \
+      libexpat1 \
+      libgbm1 \
+      libglib2.0-0 \
+      libnspr4 \
+      libnss3 \
+      libpango-1.0-0 \
+      libx11-6 \
+      libxcb1 \
+      libxcomposite1 \
+      libxdamage1 \
+      libxext6 \
+      libxfixes3 \
+      libxkbcommon0 \
+      libxrandr2 \
+      xvfb \
+    && rm -rf /var/lib/apt/lists/*
+
 RUN useradd --system --uid 10001 --home /app --shell /usr/sbin/nologin broker && \
     mkdir -p /data && chown -R broker:broker /data
 
 COPY --from=builder --chown=broker:broker /app /app
 
+# Install Chromium into broker's cache so Playwright (running as broker)
+# can pick it up. `PLAYWRIGHT_BROWSERS_PATH=0` forces a co-located install
+# next to the python package — the simpler path on slim images.
 ENV PATH="/app/.venv/bin:${PATH}" \
-    PYTHONUNBUFFERED=1
+    PYTHONUNBUFFERED=1 \
+    PLAYWRIGHT_BROWSERS_PATH=/app/.playwright-browsers
+RUN mkdir -p "${PLAYWRIGHT_BROWSERS_PATH}" && \
+    chown -R broker:broker "${PLAYWRIGHT_BROWSERS_PATH}"
 
 USER broker
+RUN playwright install chromium
+
 ENTRYPOINT ["broker-sync"]
 CMD ["version"]
diff --git a/broker_sync/cli.py b/broker_sync/cli.py
index af5b08a..b5ce4c2 100644
--- a/broker_sync/cli.py
+++ b/broker_sync/cli.py
@@ -230,6 +230,243 @@ def invest_engine(
     asyncio.run(_run())
 
 
+@app.command("finance-mysql-import")
+def finance_mysql_import(
+        wf_base_url: str = typer.Option(..., envvar="WF_BASE_URL"),
+        wf_username: str = typer.Option(..., envvar="WF_USERNAME"),
+        wf_password: str = typer.Option(..., envvar="WF_PASSWORD"),
+        wf_session_path: str = typer.Option("/data/wealthfolio_session.json",
+                                            envvar="WF_SESSION_PATH"),
+        db_host: str = typer.Option(..., envvar="FINANCE_DB_HOST"),
+        db_port: int = typer.Option(3306, envvar="FINANCE_DB_PORT"),
+        db_user: str = typer.Option(..., envvar="FINANCE_DB_USER"),
+        db_password: str = typer.Option(..., envvar="FINANCE_DB_PASSWORD"),
+        db_name: str = typer.Option("finance", envvar="FINANCE_DB_NAME"),
+        data_dir: str = typer.Option("/data", envvar="BROKER_SYNC_DATA_DIR"),
+) -> None:
+    """One-shot backfill: read the retired finance app's MySQL position table
+    and push every row into the correct Wealthfolio account (IE for .L
+    tickers, Schwab for US tickers). Idempotent via dedup."""
+    from broker_sync.dedup import SyncRecordStore
+    from broker_sync.pipeline import sync_provider_to_wealthfolio
+    from broker_sync.providers.finance_mysql import (
+        FinanceMySQLCreds,
+        FinanceMySQLProvider,
+    )
+    from broker_sync.sinks.wealthfolio import WealthfolioSink
+
+    _setup_logging()
+    data = Path(data_dir)
+    data.mkdir(parents=True, exist_ok=True)
+
+    async def _run() -> None:
+        sink = WealthfolioSink(
+            base_url=wf_base_url,
+            username=wf_username,
+            password=wf_password,
+            session_path=wf_session_path,
+        )
+        provider = FinanceMySQLProvider(
+            FinanceMySQLCreds(
+                host=db_host,
+                port=db_port,
+                user=db_user,
+                password=db_password,
+                database=db_name,
+            ))
+        dedup = SyncRecordStore(data / "sync.db")
+        try:
+            if not Path(wf_session_path).exists():
+                await sink.login()
+            result = await sync_provider_to_wealthfolio(
+                provider=provider,
+                sink=sink,
+                dedup=dedup,
+            )
+        finally:
+            await sink.close()
+        typer.echo(f"finance-mysql: fetched={result.fetched} "
+                   f"new={result.new_after_dedup} "
+                   f"imported={result.imported} "
+                   f"failed={result.failed}")
+        if result.failed > 0:
+            sys.exit(1)
+
+    asyncio.run(_run())
+
+
+@app.command("imap-ingest")
+def imap_ingest(
+        wf_base_url: str = typer.Option(..., envvar="WF_BASE_URL"),
+        wf_username: str = typer.Option(..., envvar="WF_USERNAME"),
+        wf_password: str = typer.Option(..., envvar="WF_PASSWORD"),
+        wf_session_path: str = typer.Option("/data/wealthfolio_session.json",
+                                            envvar="WF_SESSION_PATH"),
+        imap_host: str = typer.Option(..., envvar="IMAP_HOST"),
+        imap_user: str = typer.Option(..., envvar="IMAP_USER"),
+        imap_password: str = typer.Option(..., envvar="IMAP_PASSWORD"),
+        imap_directory: str = typer.Option("INBOX", envvar="IMAP_DIRECTORY"),
+        data_dir: str = typer.Option("/data", envvar="BROKER_SYNC_DATA_DIR"),
+) -> None:
+    """Phase 2/3 — ingest InvestEngine + Schwab confirmation emails via IMAP.
+
+    Walks the mailbox, routes each message by `From:` sender domain to the
+    matching parser, pushes any resulting activities through the shared
+    pipeline (dedup → Wealthfolio CSV-free JSON import).
+    """
+    from broker_sync.dedup import SyncRecordStore
+    from broker_sync.pipeline import sync_provider_to_wealthfolio
+    from broker_sync.providers.imap import ImapCreds, ImapProvider
+    from broker_sync.sinks.wealthfolio import WealthfolioSink
+
+    _setup_logging()
+    data = Path(data_dir)
+    data.mkdir(parents=True, exist_ok=True)
+
+    async def _run() -> None:
+        sink = WealthfolioSink(
+            base_url=wf_base_url,
+            username=wf_username,
+            password=wf_password,
+            session_path=wf_session_path,
+        )
+        provider = ImapProvider(
+            ImapCreds(
+                host=imap_host,
+                user=imap_user,
+                password=imap_password,
+                directory=imap_directory,
+            ))
+        dedup = SyncRecordStore(data / "sync.db")
+        try:
+            if not Path(wf_session_path).exists():
+                await sink.login()
+            result = await sync_provider_to_wealthfolio(
+                provider=provider,
+                sink=sink,
+                dedup=dedup,
+            )
+        finally:
+            await sink.close()
+        typer.echo(f"imap-ingest: fetched={result.fetched} "
+                   f"new={result.new_after_dedup} "
+                   f"imported={result.imported} "
+                   f"failed={result.failed}")
+        if result.failed > 0:
+            sys.exit(1)
+
+    asyncio.run(_run())
+
+
+@app.command("fidelity-seed")
+def fidelity_seed(
+    out: str = typer.Option(
+        "fidelity_storage_state.json",
+        help="Where to write the storage_state JSON (stage it to Vault afterwards)",
+    ),
+    url: str = typer.Option(
+        "https://pv.planviewer.fidelity.co.uk/",
+        help="PlanViewer SPA URL — defaults to the production UK landing",
+    ),
+) -> None:
+    """One-off: launch a headed Chromium so Viktor can log into PlanViewer and
+    capture a long-lived storage_state (cookies + localStorage) for the monthly
+    cron.
+
+    Expected flow:
+    1. Chromium opens on the PlanViewer login page.
+    2. Viktor enters username, password, memorable word, MFA code.
+    3. Viktor ticks "Remember device" / "Trust this browser" if offered.
+    4. Viktor waits until the dashboard loads, then presses Enter in the terminal.
+    5. Script dumps storage_state.json and exits.
+    6. Viktor runs ``vault kv patch secret/broker-sync fidelity_storage_state=@...``.
+    """
+    _setup_logging()
+    try:
+        from playwright.sync_api import sync_playwright
+    except ImportError as e:
+        typer.echo(
+            "Playwright is not installed — run `poetry install` first.", err=True)
+        raise typer.Exit(code=2) from e
+
+    typer.echo(f"Opening {url} in a headed browser — log in, tick "
+               "'Remember device' if offered, then press Enter here.")
+    with sync_playwright() as pw:
+        browser = pw.chromium.launch(headless=False)
+        context = browser.new_context()
+        page = context.new_page()
+        page.goto(url)
+        input("Press Enter once you're fully logged in and the dashboard is visible… ")
+        context.storage_state(path=out)
+        browser.close()
+    typer.echo(f"Wrote {out} — stage it to Vault:")
+    typer.echo(f"  vault kv patch secret/broker-sync fidelity_storage_state=@{out}")
+
+
+@app.command("fidelity-ingest")
+def fidelity_ingest(
+    wf_base_url: str = typer.Option(..., envvar="WF_BASE_URL"),
+    wf_username: str = typer.Option(..., envvar="WF_USERNAME"),
+    wf_password: str = typer.Option(..., envvar="WF_PASSWORD"),
+    wf_session_path: str = typer.Option("/data/wealthfolio_session.json", envvar="WF_SESSION_PATH"),
+    storage_state_path: str = typer.Option(
+        ...,
+        envvar="FIDELITY_STORAGE_STATE_PATH",
+        help="Path on disk to storage_state.json (materialised from Vault by the init container)",
+    ),
+    plan_id: str = typer.Option(..., envvar="FIDELITY_PLAN_ID"),
+    data_dir: str = typer.Option("/data", envvar="BROKER_SYNC_DATA_DIR"),
+    mode: str = typer.Option("steady", help="steady = last-60-days; backfill = full history"),
+) -> None:
+    """Sync Fidelity UK PlanViewer contributions + fund purchases into Wealthfolio."""
+    from broker_sync.dedup import SyncRecordStore
+    from broker_sync.pipeline import sync_provider_to_wealthfolio
+    from broker_sync.providers.fidelity_planviewer import (
+        FidelityCreds,
+        FidelityPlanViewerProvider,
+    )
+    from broker_sync.sinks.wealthfolio import WealthfolioSink
+
+    _setup_logging()
+
+    if mode == "steady":
+        since: datetime | None = datetime.now(UTC) - timedelta(days=60)
+    elif mode == "backfill":
+        since = None
+    else:
+        typer.echo(f"Unknown mode: {mode!r}. Use 'steady' or 'backfill'.", err=True)
+        sys.exit(2)
+
+    async def _run() -> None:
+        sink = WealthfolioSink(
+            base_url=wf_base_url,
+            username=wf_username,
+            password=wf_password,
+            session_path=wf_session_path,
+        )
+        provider = FidelityPlanViewerProvider(FidelityCreds(
+            storage_state_path=storage_state_path,
+            plan_id=plan_id,
+        ))
+        dedup = SyncRecordStore(Path(data_dir) / "sync.db")
+        try:
+            if not Path(wf_session_path).exists():
+                await sink.login()
+            result = await sync_provider_to_wealthfolio(
+                provider=provider, sink=sink, dedup=dedup, since=since,
+            )
+        finally:
+            await sink.close()
+        typer.echo(f"fidelity-ingest: fetched={result.fetched} "
+                   f"new={result.new_after_dedup} "
+                   f"imported={result.imported} "
+                   f"failed={result.failed}")
+        if result.failed > 0:
+            sys.exit(1)
+
+    asyncio.run(_run())
+
+
 def _setup_logging() -> None:
     logging.basicConfig(
         level=logging.INFO,
diff --git a/broker_sync/models.py b/broker_sync/models.py
index 17eff39..dd1be88 100644
--- a/broker_sync/models.py
+++ b/broker_sync/models.py
@@ -102,3 +102,27 @@ def _fmt(v: Decimal | None) -> str:
     if v is None:
         return ""
     return format(v, "f")
+
+
+@dataclass
+class VestEvent:
+    """Schwab RSU vest event — written to payslip_ingest.rsu_vest_events.
+
+    Carries both the gross vest (shares x FMV) and the sell-to-cover portion
+    (shares withheld for tax x FMV). Sibling Activity records (one BUY for
+    the full vest, one SELL for the sold-to-cover slice) are produced
+    separately for Wealthfolio.
+
+    USD-only at parse time; FX conversion happens at the postgres sink via
+    the ECB daily rate so the DB row carries both the raw USD figures and
+    the GBP-translated values for dashboard joins.
+    """
+    external_id: str  # schwab:{date}:{ticker}:VEST:{shares_vested}
+    vest_date: datetime
+    ticker: str
+    shares_vested: Decimal
+    shares_sold_to_cover: Decimal | None
+    fmv_at_vest_usd: Decimal
+    tax_withheld_usd: Decimal | None
+    source: str = "schwab_email"
+    raw: dict[str, str] = field(default_factory=dict)
diff --git a/broker_sync/pipeline.py b/broker_sync/pipeline.py
index 12caca7..59e3e7b 100644
--- a/broker_sync/pipeline.py
+++ b/broker_sync/pipeline.py
@@ -5,9 +5,10 @@ import logging
 from collections.abc import AsyncIterator
 from dataclasses import dataclass
 from datetime import datetime
+from decimal import Decimal
 
 from broker_sync.dedup import SyncRecordStore
-from broker_sync.models import Account, Activity
+from broker_sync.models import Account, Activity, ActivityType
 from broker_sync.providers.base import Provider
 from broker_sync.sinks.wealthfolio import WealthfolioSink
 
@@ -51,21 +52,26 @@ async def sync_provider_to_wealthfolio(
 
     async for activity in provider.fetch(since=since, before=before):
         fetched += 1
-        if dedup.has_seen(provider.name, activity.account_id, activity.external_id):
-            continue
-        new_after_dedup += 1
-        _tag_notes(activity, provider.name)
-        original_account_id = activity.account_id
-        # Submit under Wealthfolio's UUID; keep dedup keyed on our id.
-        wf_id = wf_account_ids.get(original_account_id)
-        if wf_id:
-            activity.account_id = wf_id
-        batch.append((original_account_id, activity))
-        if len(batch) >= _BATCH_SIZE:
-            ok, bad = await _flush_batch(sink, dedup, provider.name, batch)
-            imported += ok
-            failed += bad
-            batch = []
+        # Expand each BUY/SELL into (original, matching DEPOSIT/WITHDRAWAL).
+        # See `_matched_cash_flow` — without the match, WF's historical Net
+        # Worth chart shows phantom spikes because BUYs consume cash that
+        # was never "deposited" according to the activity log.
+        for act in _with_cash_flow_match(activity):
+            if dedup.has_seen(provider.name, act.account_id, act.external_id):
+                continue
+            new_after_dedup += 1
+            _tag_notes(act, provider.name)
+            original_account_id = act.account_id
+            # Submit under Wealthfolio's UUID; keep dedup keyed on our id.
+            wf_id = wf_account_ids.get(original_account_id)
+            if wf_id:
+                act.account_id = wf_id
+            batch.append((original_account_id, act))
+            if len(batch) >= _BATCH_SIZE:
+                ok, bad = await _flush_batch(sink, dedup, provider.name, batch)
+                imported += ok
+                failed += bad
+                batch = []
 
     if batch:
         ok, bad = await _flush_batch(sink, dedup, provider.name, batch)
@@ -89,9 +95,7 @@ async def sync_provider_to_wealthfolio(
     )
 
 
-async def _ensure_accounts(
-    sink: WealthfolioSink, accounts: list[Account]
-) -> dict[str, str]:
+async def _ensure_accounts(sink: WealthfolioSink, accounts: list[Account]) -> dict[str, str]:
     """Return {our_account_id: wealthfolio_uuid}."""
     out: dict[str, str] = {}
     for account in accounts:
@@ -134,7 +138,9 @@ async def _flush_batch(
     for original_account_id, a in batch:
         wf_id = by_external.get(a.external_id)
         dedup.record(
-            provider_name, original_account_id, a.external_id,
+            provider_name,
+            original_account_id,
+            a.external_id,
             wealthfolio_activity_id=wf_id,
         )
         ok += 1
@@ -144,3 +150,56 @@ async def _flush_batch(
 async def collect(iterator: AsyncIterator[Activity]) -> list[Activity]:
     """Tiny helper — drain an async iterator to a list. Mainly for tests."""
     return [a async for a in iterator]
+
+
+# -- Cash-flow matching --------------------------------------------------
+# BUY and SELL activities touch shares, not cash. Without an explicit
+# DEPOSIT/WITHDRAWAL on the same day, WF models the account as having
+# "phantom" cash debt — and its Net Worth chart shows cliff-jumps
+# whenever a lump offset is applied after the fact.
+#
+# The pipeline emits a matching DEPOSIT (for BUY) or WITHDRAWAL (for SELL)
+# right alongside each trade so the account's cash balance reconciles to
+# ~0 at every point in time. Providers that already emit real cash flows
+# (e.g. a Trading212 "deposit" endpoint, if we ever wire it) should set
+# `Provider.emits_matching_cash_flow = True` to opt out — no provider
+# does today (Trading212 only exposes BUY/SELL via the /orders endpoint).
+
+
+def _matched_cash_flow(a: Activity) -> Activity | None:
+    """Return the DEPOSIT/WITHDRAWAL that funds/receives the BUY/SELL `a`.
+
+    Returns None for every other activity type — those already touch cash
+    directly (DEPOSIT, WITHDRAWAL, DIVIDEND, FEE, TAX, TRANSFER_*,
+    CONVERSION_*).
+    """
+    if a.activity_type is ActivityType.BUY:
+        if a.quantity is None or a.unit_price is None:
+            return None
+        amount = a.quantity * a.unit_price + (a.fee or Decimal(0))
+        kind, tag = ActivityType.DEPOSIT, "buy"
+    elif a.activity_type is ActivityType.SELL:
+        if a.quantity is None or a.unit_price is None:
+            return None
+        amount = a.quantity * a.unit_price - (a.fee or Decimal(0))
+        kind, tag = ActivityType.WITHDRAWAL, "sell"
+    else:
+        return None
+    if amount <= 0:
+        return None
+    return Activity(
+        external_id=f"cash-flow-match:{tag}:{a.external_id}",
+        account_id=a.account_id,
+        account_type=a.account_type,
+        date=a.date,
+        activity_type=kind,
+        currency=a.currency,
+        amount=amount,
+        notes=f"cash-flow-match:{tag}:{a.external_id}",
+    )
+
+
+def _with_cash_flow_match(a: Activity) -> list[Activity]:
+    """Expand one activity into [original] or [original, matching cash flow]."""
+    match = _matched_cash_flow(a)
+    return [a] if match is None else [a, match]
diff --git a/broker_sync/providers/fidelity_planviewer.py b/broker_sync/providers/fidelity_planviewer.py
new file mode 100644
index 0000000..e201ac8
--- /dev/null
+++ b/broker_sync/providers/fidelity_planviewer.py
@@ -0,0 +1,253 @@
+"""Fidelity UK PlanViewer provider — workplace pension backfill + monthly sync.
+
+PlanViewer has no public individual-member API. The SPA (at
+``pv.planviewer.fidelity.co.uk``) and the legacy HTML app (at
+``www.planviewer.fidelity.co.uk``) share session cookies via PingFederate
+OAuth at ``id.fidelity.co.uk``.
+
+We keep a Playwright-maintained session via ``storage_state.json``:
+
+1. **One-off seed** (``broker-sync fidelity-seed``): Viktor runs a headed
+   Chromium, logs in (password + memorable word + SMS MFA), clicks
+   "Remember device". The storage_state is persisted to Vault.
+2. **Monthly cron**: loads storage_state, boots headless Chromium, navigates
+   to the transaction-history page with a wide date range, parses the HTML
+   table, and intercepts the ``DisplayValuation`` XHR for the current
+   fund holdings. On 401/idle-timeout we raise
+   :class:`FidelitySessionError` so Prometheus alerts Viktor to re-seed.
+
+## Emitted Activity shape
+
+- One ``DEPOSIT`` per cash-impacting transaction (Regular Premium, Single
+  Premium, rebate, etc.). ``external_id = fidelity:tx:<sha256[:16]>``.
+- One synthetic ``DEPOSIT`` for unrealised gains so WF's Net Worth matches
+  the Fidelity dashboard. ``external_id =
+  fidelity:gains:<YYYY-MM-DD>``.
+- Bulk Switches / Fund Switches are skipped (no cash movement).
+"""
+from __future__ import annotations
+
+import contextlib
+import logging
+from collections.abc import AsyncIterator
+from datetime import UTC, datetime
+from decimal import Decimal
+from pathlib import Path
+from typing import Any, NamedTuple
+
+from broker_sync.models import Account, AccountType, Activity, ActivityType
+from broker_sync.providers.parsers.fidelity import (
+    FidelityCashTx,
+    FidelityHolding,
+    parse_transactions_html,
+    parse_valuation_json,
+)
+
+log = logging.getLogger(__name__)
+
+ACCOUNT_ID = "fidelity-workplace-pension"
+_CCY = "GBP"
+
+_PV_BASE = "https://www.planviewer.fidelity.co.uk"
+_PV_TX_PATH = "/planviewer/DisplayMyPlanMemberTransHist.action"
+_PV_VALUATION_PATH = "/planviewer/DisplayValuation.action"
+_PV_LANDING = "https://www.planviewer.fidelity.co.uk/"
+
+# A wide backfill cap; scheme can't predate 1990.
+_BACKFILL_START = "01 Jan 1990"
+
+
+class FidelityCreds(NamedTuple):
+    """Paths needed to run the provider."""
+    storage_state_path: str
+    plan_id: str
+    headless: bool = True
+
+
+class FidelitySessionError(Exception):
+    """Raised when PlanViewer rejects the saved session — re-seed required."""
+
+
+class FidelityProviderConfigError(Exception):
+    """Raised when provider config is missing or obviously wrong."""
+
+
+def _tx_to_activity(tx: FidelityCashTx) -> Activity:
+    """Map a Fidelity cash transaction to a canonical DEPOSIT."""
+    return Activity(
+        external_id=tx.external_id,
+        account_id=ACCOUNT_ID,
+        account_type=AccountType.WORKPLACE_PENSION,
+        date=tx.date,
+        activity_type=ActivityType.DEPOSIT,
+        currency=_CCY,
+        amount=tx.amount,
+        notes=f"fidelity-planviewer:{tx.tx_type}",
+    )
+
+
+def _gains_offset_activity(
+    holdings: list[FidelityHolding],
+    transactions: list[FidelityCashTx],
+    as_of: datetime,
+) -> Activity | None:
+    """Create a synthetic DEPOSIT/WITHDRAWAL so WF Net Worth matches the
+    Fidelity dashboard's reported pot value.
+
+    The offset carries a date-derived external_id so monthly runs refresh
+    the same synthetic entry rather than stacking duplicates.
+    """
+    if not holdings:
+        return None
+    total_value = sum((h.total_value for h in holdings), Decimal(0))
+    total_contrib = sum((t.amount for t in transactions), Decimal(0))
+    gains = total_value - total_contrib
+    if gains == 0:
+        return None
+    return Activity(
+        external_id=f"fidelity:gains:{as_of.date().isoformat()}",
+        account_id=ACCOUNT_ID,
+        account_type=AccountType.WORKPLACE_PENSION,
+        date=as_of,
+        activity_type=ActivityType.DEPOSIT if gains > 0 else ActivityType.WITHDRAWAL,
+        currency=_CCY,
+        amount=abs(gains),
+        notes=(f"fidelity-planviewer:unrealised-gains-offset "
+               f"(pot=£{total_value}, contrib=£{total_contrib})"),
+    )
+
+
+class FidelityPlanViewerProvider:
+    """Read-only provider against Fidelity UK PlanViewer.
+
+    Lifecycle:
+    - ``accounts()`` advertises the single WF workplace-pension account.
+    - ``fetch(since, before)`` opens a Playwright session with the saved
+      storage_state, navigates to the transaction-history page with a wide
+      date range, scrapes the table, and intercepts the valuation XHR.
+    """
+    name = "fidelity-planviewer"
+
+    def __init__(self, creds: FidelityCreds) -> None:
+        self._creds = creds
+
+    def accounts(self) -> list[Account]:
+        return [
+            Account(
+                id=ACCOUNT_ID,
+                name="Fidelity UK Pension",
+                account_type=AccountType.WORKPLACE_PENSION,
+                currency=_CCY,
+                provider=self.name,
+            ),
+        ]
+
+    async def fetch(
+        self,
+        *,
+        since: datetime | None = None,
+        before: datetime | None = None,
+    ) -> AsyncIterator[Activity]:
+        state_path = self._creds.storage_state_path
+        if not Path(state_path).exists():
+            raise FidelityProviderConfigError(
+                f"storage_state not found at {state_path} — "
+                "run `broker-sync fidelity-seed` first")
+
+        tx_html, valuation_json = await _scrape_live_session(
+            state_path=state_path, headless=self._creds.headless,
+        )
+        transactions = parse_transactions_html(tx_html)
+        holdings = parse_valuation_json(valuation_json)
+        log.info("fidelity: parsed %d transactions, %d holdings",
+                 len(transactions), len(holdings))
+
+        for tx in transactions:
+            if since is not None and tx.date < since:
+                continue
+            if before is not None and tx.date >= before:
+                continue
+            yield _tx_to_activity(tx)
+
+        # The gains offset is always "as of now" so it reflects today's pot.
+        # Only emit when the caller isn't windowing (full state).
+        if since is None and before is None:
+            offset = _gains_offset_activity(holdings, transactions, datetime.now(UTC))
+            if offset is not None:
+                yield offset
+
+
+async def _scrape_live_session(
+    *,
+    state_path: str,
+    headless: bool,
+) -> tuple[str, dict[str, Any]]:
+    """Load storage_state, navigate the transaction + valuation pages,
+    return (transactions HTML, valuation JSON payload).
+
+    Raises :class:`FidelitySessionError` if the session is dead (15-min idle,
+    cookie expiry, etc.) — Viktor must re-seed.
+    """
+    from playwright.async_api import async_playwright
+
+    captured_valuation: dict[str, dict[str, Any]] = {}
+    async with async_playwright() as pw:
+        browser = await pw.chromium.launch(headless=headless)
+        try:
+            ctx = await browser.new_context(
+                storage_state=state_path,
+                user_agent=("Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) "
+                            "AppleWebKit/537.36 (KHTML, like Gecko) "
+                            "Chrome/147.0.0.0 Safari/537.36"),
+                viewport={"width": 1280, "height": 900},
+            )
+            page = await ctx.new_page()
+
+            async def on_response(resp: Any) -> None:
+                if _PV_VALUATION_PATH in resp.url and resp.status < 400:
+                    with contextlib.suppress(Exception):
+                        captured_valuation["payload"] = await resp.json()
+            page.on("response", on_response)
+
+            # Trigger session + capture valuation by navigating through landing
+            # → main page. The SPA fires DisplayValuation on the main page.
+            await page.goto(_PV_LANDING, wait_until="networkidle", timeout=30000)
+            await page.wait_for_timeout(2000)
+            main_url = f"{_PV_BASE}/planviewer/DisplayMainPage.action"
+            await page.goto(main_url, wait_until="networkidle", timeout=30000)
+            await page.wait_for_timeout(3000)
+            if "idle for more than 15 minutes" in (await page.content()) \
+                    or "id.fidelity.co.uk" in page.url:
+                raise FidelitySessionError(
+                    "PlanViewer session stale — run `broker-sync fidelity-seed`")
+
+            # Now pull the transactions page with a wide date range.
+            await page.goto(f"{_PV_BASE}{_PV_TX_PATH}",
+                            wait_until="networkidle", timeout=30000)
+            await page.wait_for_timeout(1500)
+            await page.fill('input[name="startDate"]', _BACKFILL_START)
+            today = await page.evaluate(
+                "new Date().toLocaleDateString('en-GB',"
+                "{day:'2-digit',month:'short',year:'numeric'}).replace(/,/g,'')")
+            await page.fill('input[name="endDate"]', today)
+            await page.focus('input[name="endDate"]')
+            await page.keyboard.press("Enter")
+            with contextlib.suppress(Exception):
+                await page.wait_for_load_state("networkidle", timeout=15000)
+            await page.wait_for_timeout(2000)
+            tx_html = await page.content()
+
+            # If valuation wasn't picked up on the main page, request directly.
+            if "payload" not in captured_valuation:
+                r = await page.request.get(f"{_PV_BASE}{_PV_VALUATION_PATH}")
+                if r.ok:
+                    with contextlib.suppress(Exception):
+                        captured_valuation["payload"] = await r.json()
+
+            # Roll the storage_state so the next run benefits from any refresh.
+            await ctx.storage_state(path=state_path)
+        finally:
+            await browser.close()
+
+    valuation: dict[str, Any] = captured_valuation.get("payload") or {}
+    return tx_html, valuation
diff --git a/broker_sync/providers/finance_mysql.py b/broker_sync/providers/finance_mysql.py
new file mode 100644
index 0000000..61eee7d
--- /dev/null
+++ b/broker_sync/providers/finance_mysql.py
@@ -0,0 +1,144 @@
+"""Backfill-from-finance provider.
+
+The retired `finance` app's MySQL has a `position` table with 5+ years of
+InvestEngine + Schwab trade history (2020 onwards) that the broker-sync
+pipeline otherwise can't reconstruct (IE's emails only go back to when
+Viktor started receiving them; Schwab emails are sparse). This provider
+reads that table once and emits canonical Activities so a full-history
+backfill into Wealthfolio is possible.
+
+Ticker routing to Wealthfolio accounts:
+    *.L (VUAG.L, VUSA.L, etc.)      -> InvestEngine ISA (GBP)
+    everything else (META, *_US_EQ) -> Schwab (US workplace, USD)
+
+Deduplication: the finance.position PK (a giant numeric string) goes into
+external_id verbatim, so re-runs are idempotent against the sync_record
+store.
+"""
+from __future__ import annotations
+
+import logging
+from collections.abc import AsyncIterator
+from datetime import UTC, datetime
+from decimal import Decimal
+from typing import NamedTuple
+
+import aiomysql  # type: ignore[import-untyped]
+
+from broker_sync.models import Account, AccountType, Activity, ActivityType
+
+log = logging.getLogger(__name__)
+
+IE_ACCOUNT_ID = "invest-engine-primary"
+SCHWAB_ACCOUNT_ID = "schwab-workplace"
+
+
+class FinanceMySQLCreds(NamedTuple):
+    host: str
+    port: int
+    user: str
+    password: str
+    database: str
+
+
+def _route(ticker: str) -> tuple[str, AccountType, str]:
+    """Return (account_id, account_type, currency) for a raw ticker."""
+    if ticker.endswith(".L"):
+        return IE_ACCOUNT_ID, AccountType.ISA, "GBP"
+    return SCHWAB_ACCOUNT_ID, AccountType.GIA, "USD"
+
+
+def _normalise_symbol(ticker: str) -> str:
+    """Strip finance-app quirks so the output symbol matches T212/Wealthfolio."""
+    # VUAG.L -> VUAG (LSE handled by Wealthfolio's exchange_mic resolution)
+    if ticker.endswith(".L"):
+        return ticker[:-2]
+    # FLME_US_EQ -> FLME (Trading212-style suffix leaked into the old finance DB)
+    if ticker.endswith("_US_EQ"):
+        return ticker[:-6]
+    if ticker.endswith("_EQ"):
+        return ticker[:-3]
+    return ticker
+
+
+def _row_to_activity(row: dict[str, object]) -> Activity:
+    ticker = str(row["ticker"])
+    account_id, account_type, default_ccy = _route(ticker)
+    raw_qty = Decimal(str(row["num_shares"]))
+    activity_type = ActivityType.BUY if raw_qty > 0 else ActivityType.SELL
+    # buy_date from MySQL comes back as datetime (aiomysql converts)
+    dt = row["buy_date"]
+    if isinstance(dt, datetime):
+        date = dt if dt.tzinfo else dt.replace(tzinfo=UTC)
+    else:
+        date = datetime.fromisoformat(str(dt)).replace(tzinfo=UTC)
+    currency_raw = row.get("currency")
+    currency = str(currency_raw) if currency_raw else default_ccy
+    return Activity(
+        external_id=f"finance-mysql:position:{row['id']}",
+        account_id=account_id,
+        account_type=account_type,
+        date=date,
+        activity_type=activity_type,
+        symbol=_normalise_symbol(ticker),
+        quantity=abs(raw_qty),
+        unit_price=Decimal(str(row["buy_price"])),
+        currency=currency,
+        notes=f"finance-mysql:{ticker}",
+    )
+
+
+class FinanceMySQLProvider:
+    """Read-only backfill from the retired finance MySQL `position` table."""
+    name = "finance-mysql"
+
+    def __init__(self, creds: FinanceMySQLCreds) -> None:
+        self._creds = creds
+
+    def accounts(self) -> list[Account]:
+        return [
+            Account(
+                id=IE_ACCOUNT_ID,
+                name="InvestEngine ISA",
+                account_type=AccountType.ISA,
+                currency="GBP",
+                provider="invest-engine",
+            ),
+            Account(
+                id=SCHWAB_ACCOUNT_ID,
+                name="Schwab (US workplace)",
+                account_type=AccountType.GIA,
+                currency="USD",
+                provider="schwab",
+            ),
+        ]
+
+    async def fetch(
+        self,
+        *,
+        since: datetime | None = None,
+        before: datetime | None = None,
+    ) -> AsyncIterator[Activity]:
+        conn = await aiomysql.connect(
+            host=self._creds.host,
+            port=self._creds.port,
+            user=self._creds.user,
+            password=self._creds.password,
+            db=self._creds.database,
+            autocommit=True,
+        )
+        try:
+            async with conn.cursor(aiomysql.DictCursor) as cur:
+                await cur.execute("SELECT id, ticker, buy_price, num_shares, currency, buy_date, "
+                                  "account_id FROM position ORDER BY buy_date ASC")
+                rows = await cur.fetchall()
+            log.info("finance-mysql: %d position rows", len(rows))
+            for row in rows:
+                activity = _row_to_activity(row)
+                if since is not None and activity.date < since:
+                    continue
+                if before is not None and activity.date >= before:
+                    continue
+                yield activity
+        finally:
+            conn.close()
diff --git a/broker_sync/providers/imap.py b/broker_sync/providers/imap.py
new file mode 100644
index 0000000..e935bab
--- /dev/null
+++ b/broker_sync/providers/imap.py
@@ -0,0 +1,253 @@
+"""IMAP email ingestor: dispatches messages to the matching parser by sender.
+
+Used by the `imap-ingest` CLI command for InvestEngine + Schwab confirmation
+emails. Each message passes through:
+
+1. Pull ALL messages from the configured mailbox directory.
+2. Route each by `From:` to a parser:
+     - noreply@investengine.com (+ equivalents) → invest_engine parser
+     - Schwab confirmations (equityawards@schwab.com, etc.) → schwab parser
+3. Merge parser output into one list[Activity] with source attribution.
+
+Not imap-idle; runs once per invocation. Designed for a daily CronJob.
+"""
+from __future__ import annotations
+
+import email
+import imaplib
+import logging
+import re
+import ssl
+from collections.abc import AsyncIterator, Iterator
+from datetime import date, datetime
+from decimal import Decimal
+from email.message import Message
+from typing import NamedTuple
+
+from broker_sync.models import Account, AccountType, Activity, ActivityType
+from broker_sync.providers.parsers import invest_engine as ie_parser
+from broker_sync.providers.parsers.schwab import parse_schwab_email
+
+_IE_ISA_ACCOUNT_ID = "invest-engine-primary"
+_IE_GIA_ACCOUNT_ID = "invest-engine-gia"
+_ISA_ANNUAL_CAP = Decimal("20000")
+_UK_TAX_YEAR_START = (4, 6)  # (month, day) — UK tax year starts 6 April
+
+
+def _uk_tax_year_start(d: datetime) -> date:
+    """Return the start date (6 April of year N) of the UK tax year containing `d`."""
+    month, day = _UK_TAX_YEAR_START
+    cutoff = date(d.year, month, day)
+    return cutoff if d.date() >= cutoff else date(d.year - 1, month, day)
+
+
+def _split_ie_by_isa_cap(
+    activities: list[Activity],
+    *,
+    isa_cap: Decimal = _ISA_ANNUAL_CAP,
+) -> list[Activity]:
+    """Re-route IE BUYs: first `isa_cap` GBP of each UK tax year → ISA, rest → GIA.
+
+    Viktor's IE account has both an ISA and a GIA wrapper, and his trade
+    confirmation emails don't indicate which one a given buy hit. Empirically,
+    he fills the ISA allowance first each tax year (6 April) and any excess
+    lands in GIA. This function partitions an already-parsed batch of Activity
+    objects by that rule.
+
+    Rule for boundary buys: a BUY is assigned to ISA iff the running tax-year
+    total BEFORE it is still strictly below the cap; otherwise GIA. Whole-
+    activity assignment — no fractional splits.
+
+    Non-IE activities and non-BUYs are passed through unchanged.
+    """
+    ie_buys = [
+        a for a in activities
+        if a.account_id == _IE_ISA_ACCOUNT_ID and a.activity_type is ActivityType.BUY
+    ]
+    ie_buys.sort(key=lambda a: a.date)
+    cumulative: dict[date, Decimal] = {}
+    for a in ie_buys:
+        ty = _uk_tax_year_start(a.date)
+        running = cumulative.get(ty, Decimal(0))
+        trade_value = (a.quantity or Decimal(0)) * (a.unit_price or Decimal(0))
+        if running < isa_cap:
+            a.account_id = _IE_ISA_ACCOUNT_ID
+            a.account_type = AccountType.ISA
+        else:
+            a.account_id = _IE_GIA_ACCOUNT_ID
+            a.account_type = AccountType.GIA
+        cumulative[ty] = running + trade_value
+    return activities
+
+log = logging.getLogger(__name__)
+
+_IE_SENDERS = {"noreply@investengine.com", "hello@investengine.com"}
+_SCHWAB_SENDERS = {
+    "equityawards@schwab.com",
+    "donotreply@schwab.com",
+    "wealthnotify@schwab.com",
+}
+
+_ADDR_RE = re.compile(r"[\w.+-]+@[\w-]+(?:\.[\w-]+)+")
+
+
+class ImapCreds(NamedTuple):
+    host: str
+    user: str
+    password: str
+    directory: str
+
+
+def _extract_sender(msg: Message) -> str:
+    raw = msg.get("From", "")
+    m = _ADDR_RE.search(raw)
+    return (m.group(0) if m else "").lower()
+
+
+def _html_or_text(msg: Message) -> str:
+    """Return the richest body available (prefer HTML)."""
+    if msg.is_multipart():
+        html = None
+        plain = None
+        for part in msg.walk():
+            ct = part.get_content_type()
+            if ct == "text/html" and html is None:
+                html = part.get_payload(decode=True)
+            elif ct == "text/plain" and plain is None:
+                plain = part.get_payload(decode=True)
+        body = html or plain
+    else:
+        body = msg.get_payload(decode=True)
+    if body is None:
+        return ""
+    if isinstance(body, bytes):
+        charset = msg.get_content_charset() or "utf-8"
+        try:
+            return body.decode(charset, errors="replace")
+        except LookupError:
+            return body.decode("utf-8", errors="replace")
+    return str(body)
+
+
+def _fetch_all(creds: ImapCreds) -> Iterator[bytes]:
+    ctx = ssl.create_default_context()
+    with imaplib.IMAP4_SSL(creds.host, ssl_context=ctx) as m:
+        m.login(creds.user, creds.password)
+        typ, _ = m.select(creds.directory, readonly=True)
+        if typ != "OK":
+            raise RuntimeError(f"IMAP select {creds.directory} failed: {typ}")
+        typ, data = m.search(None, "ALL")
+        if typ != "OK":
+            raise RuntimeError(f"IMAP search failed: {typ}")
+        ids = data[0].split()
+        log.info("imap: fetching %d messages from %s", len(ids), creds.directory)
+        for uid in ids:
+            typ, rsp = m.fetch(uid, "(RFC822)")
+            if typ != "OK" or not rsp or not rsp[0]:
+                continue
+            raw = rsp[0][1]
+            if isinstance(raw, bytes):
+                yield raw
+
+
+def fetch_activities(creds: ImapCreds) -> list[Activity]:
+    out: list[Activity] = []
+    ie_parsed = schwab_parsed = skipped = 0
+    for raw in _fetch_all(creds):
+        try:
+            msg = email.message_from_bytes(raw)
+        except Exception:
+            skipped += 1
+            continue
+        sender = _extract_sender(msg)
+        if sender in _IE_SENDERS or sender.endswith("@investengine.com"):
+            out.extend(ie_parser.parse_invest_engine_email(raw))
+            ie_parsed += 1
+        elif sender in _SCHWAB_SENDERS or sender.endswith("@schwab.com"):
+            html = _html_or_text(msg)
+            out.extend(parse_schwab_email(html))
+            schwab_parsed += 1
+        else:
+            skipped += 1
+    log.info(
+        "imap: ie_parsed=%d schwab_parsed=%d skipped=%d → %d activities",
+        ie_parsed,
+        schwab_parsed,
+        skipped,
+        len(out),
+    )
+    return out
+
+
+class ImapProvider:
+    """Wraps the IMAP fetch + per-sender parse into the Provider protocol.
+
+    Yields both InvestEngine AND Schwab activities — downstream the
+    pipeline's dedup keyed on (provider, account, external_id) already
+    isolates them by account_id.
+    """
+    name = "imap"
+
+    def __init__(self, creds: ImapCreds) -> None:
+        self._creds = creds
+
+    def accounts(self) -> list[Account]:
+        return [
+            Account(
+                id=_IE_ISA_ACCOUNT_ID,
+                name="InvestEngine ISA",
+                account_type=AccountType.ISA,
+                currency="GBP",
+                provider="invest-engine",
+            ),
+            Account(
+                id=_IE_GIA_ACCOUNT_ID,
+                name="InvestEngine GIA",
+                account_type=AccountType.GIA,
+                currency="GBP",
+                provider="invest-engine",
+            ),
+            Account(
+                id="schwab-workplace",
+                name="Schwab (US workplace)",
+                account_type=AccountType.GIA,
+                currency="USD",
+                provider="schwab",
+            ),
+        ]
+
+    async def fetch(
+        self,
+        *,
+        since: datetime | None = None,
+        before: datetime | None = None,
+    ) -> AsyncIterator[Activity]:
+        # IMAP doesn't give us a server-side date range directly without
+        # constructing IMAP SEARCH criteria; filter client-side.
+        all_activities = fetch_activities(self._creds)
+        # Apply ISA/GIA £20k-cap routing in one batch-level pass so each UK tax
+        # year's cumulative total is computed consistently regardless of email
+        # order on the server.
+        routed = _split_ie_by_isa_cap(all_activities)
+        for a in routed:
+            if since is not None and a.date < since:
+                continue
+            if before is not None and a.date >= before:
+                continue
+            yield a
+
+
+if __name__ == "__main__":
+    # Local smoke — invoked manually for debug, never from the CronJob.
+    import os
+    logging.basicConfig(level=logging.INFO)
+    c = ImapCreds(
+        host=os.environ["IMAP_HOST"],
+        user=os.environ["IMAP_USER"],
+        password=os.environ["IMAP_PASSWORD"],
+        directory=os.environ.get("IMAP_DIRECTORY", "INBOX"),
+    )
+    acts = fetch_activities(c)
+    print(f"total={len(acts)}")
+    for a in acts[:5]:
+        print(f"  {a.activity_type} {a.symbol} {a.date.isoformat()}")
diff --git a/broker_sync/providers/parsers/fidelity.py b/broker_sync/providers/parsers/fidelity.py
new file mode 100644
index 0000000..b53875c
--- /dev/null
+++ b/broker_sync/providers/parsers/fidelity.py
@@ -0,0 +1,129 @@
+"""Parsers for Fidelity UK PlanViewer scraped data.
+
+Two inputs:
+
+- **Transactions HTML** from ``/planviewer/DisplayMyPlanMemberTransHist.action``
+  rendered with a wide date range. The relevant <table> has
+  ``id="myplan_member_transhist_support"``.
+- **Valuation JSON** from the XHR ``/planviewer/DisplayValuation.action`` —
+  the SPA calls this to render the my-investments dashboard. Contains
+  current unit holdings + price + breakdown by contribution type.
+"""
+from __future__ import annotations
+
+import hashlib
+import re
+from dataclasses import dataclass
+from datetime import UTC, datetime
+from decimal import Decimal
+from typing import Any
+
+from bs4 import BeautifulSoup
+
+_AMOUNT_RE = re.compile(r"\u00a3([\d,]+(?:\.\d+)?)")
+
+# Fidelity transaction type strings we care about
+_TX_DEPOSIT_TYPES = {
+    "regular premium",
+    "single premium",
+    "investment management rebate",
+}
+_TX_IGNORE_TYPES = {
+    "bulk switch",   # pure reallocation, no cash impact
+    "fund switch",
+}
+
+
+@dataclass(frozen=True)
+class FidelityCashTx:
+    """A single cash-impacting transaction from the transaction history page."""
+    date: datetime
+    tx_type: str  # raw Fidelity label ("Regular Premium", "Single Premium", …)
+    amount: Decimal
+    external_id: str
+
+
+@dataclass(frozen=True)
+class FidelityHolding:
+    """A current fund-unit holding from DisplayValuation.action."""
+    fund_code: str
+    fund_name: str
+    units: Decimal
+    unit_price: Decimal
+    currency: str
+    total_value: Decimal
+    # Contribution-type breakdown ({"SASC": Decimal(...), "ERXS": Decimal(...)})
+    units_by_source: dict[str, Decimal]
+
+
+def parse_transactions_html(html: str) -> list[FidelityCashTx]:
+    """Extract cash-impacting transactions from the transaction history page.
+
+    Skips bulk switches (no cash movement) and header/total rows. Deterministic
+    external_id so re-runs dedup against the same rows.
+    """
+    soup = BeautifulSoup(html, "html.parser")
+    out: list[FidelityCashTx] = []
+    for tr in soup.select("table#myplan_member_transhist_support tr"):
+        cells = [td.get_text(" ", strip=True) for td in tr.find_all("td")]
+        if len(cells) != 7:
+            continue
+        date_str, tx_type, _f, _c, _u, _p, amount_str = cells
+        m_date = re.match(r"(\d{2})/(\d{2})/(\d{4})", date_str)
+        if not m_date:
+            continue
+        tx_lower = tx_type.lower()
+        if tx_lower in _TX_IGNORE_TYPES or tx_type in ("-",):
+            continue
+        m_amt = _AMOUNT_RE.search(amount_str)
+        if not m_amt:
+            continue
+        amount = Decimal(m_amt.group(1).replace(",", ""))
+        if amount == 0:
+            continue
+        dd, mm, yyyy = m_date.groups()
+        dt = datetime(int(yyyy), int(mm), int(dd), tzinfo=UTC)
+        fp = hashlib.sha256(
+            f"{dt.isoformat()}|{tx_type}|{amount}".encode()
+        ).hexdigest()[:16]
+        out.append(FidelityCashTx(
+            date=dt,
+            tx_type=tx_type,
+            amount=amount,
+            external_id=f"fidelity:tx:{fp}",
+        ))
+    return out
+
+
+def parse_valuation_json(payload: Any) -> list[FidelityHolding]:
+    """Extract current fund holdings from DisplayValuation.action JSON."""
+    out: list[FidelityHolding] = []
+    for v in payload.get("valuations", []):
+        asset = v.get("asset") or {}
+        fund_code = next(
+            (a.get("value") for a in asset.get("assetId", []) if a.get("type") == "FUND_CODE"),
+            None,
+        )
+        if not fund_code:
+            continue
+        fund_name = asset.get("name") or fund_code
+        units = Decimal(str((v.get("units") or {}).get("total") or 0))
+        price = (v.get("price") or {})
+        unit_price = Decimal(str(price.get("value") or 0))
+        currency = price.get("currency") or "GBP"
+        total = Decimal(str((v.get("valuation") or {}).get("total") or 0))
+        groups = (v.get("units") or {}).get("group", []) or []
+        by_src = {}
+        for g in groups:
+            if g.get("type") == "CONTRIBUTION_TYPE" and g.get("groupId"):
+                by_src[g["groupId"]] = Decimal(str(g.get("unit", {}).get("total") or 0))
+        out.append(FidelityHolding(
+            fund_code=fund_code,
+            fund_name=fund_name,
+            units=units,
+            unit_price=unit_price,
+            currency=currency,
+            total_value=total,
+            units_by_source=by_src,
+        ))
+    return out
diff --git a/broker_sync/providers/parsers/invest_engine.py b/broker_sync/providers/parsers/invest_engine.py
index 6750d8c..2ab4a34 100644
--- a/broker_sync/providers/parsers/invest_engine.py
+++ b/broker_sync/providers/parsers/invest_engine.py
@@ -16,43 +16,77 @@ Every parse strategy produces canonical `Activity` objects with:
 
 from __future__ import annotations
 
+import csv
 import email
 import hashlib
+import io
+import re
 from datetime import datetime
-from decimal import Decimal
+from decimal import Decimal, InvalidOperation
 from email.message import Message
 
+from bs4 import BeautifulSoup
+
 from broker_sync.models import AccountType, Activity, ActivityType
 
 _ACCOUNT_ID = "invest-engine-primary"
 _CURRENCY_SIGN = "£"
 
+# HTML trade summary rows have the shape "Bought <qty> @ £<price> per share".
+_BOUGHT_RE = re.compile(
+    r"Bought\s+([0-9]+(?:\.[0-9]+)?)\s*@\s*" + re.escape(_CURRENCY_SIGN) + r"([0-9]+(?:\.[0-9]+)?)",
+    re.IGNORECASE,
+)
+# Ticker lines look like "Vanguard S&P 500: VUAG" — we want the last
+# all-caps token after the colon.
+_TICKER_RE = re.compile(r":\s*([A-Z][A-Z0-9]{1,9})\s*$")
+# Date rows contain "Date: DD Month YYYY".
+_DATE_RE = re.compile(
+    r"Date:\s*([0-9]{1,2})\s+([A-Za-z]+)\s+([0-9]{4})",
+    re.IGNORECASE,
+)
+
 
 def parse_invest_engine_email(raw_email: bytes) -> list[Activity]:
     """Parse an IE trade confirmation email into Activity records.
 
-    Returns an empty list when none of the three strategies match — never
+    Tries RFC 2822 body lines first, then HTML tables, then a CSV
+    attachment. Returns an empty list when nothing matches — never
     raises on malformed input.
     """
     msg = email.message_from_bytes(raw_email)
-    body = _extract_text_body(msg)
-    if body is None:
-        return []
-    return _parse_rfc2822_lines(body)
+    text_body = _extract_part_body(msg, "text/plain")
+    if text_body is not None:
+        activities = _parse_rfc2822_lines(text_body)
+        if activities:
+            return activities
+    html_body = _extract_part_body(msg, "text/html")
+    if html_body is not None:
+        activities = _parse_html_tables(html_body)
+        if activities:
+            return activities
+    csv_activities = _parse_csv_attachment(raw_email)
+    if csv_activities:
+        return csv_activities
+    return []
 
 
-def _extract_text_body(msg: Message) -> str | None:
-    """Return the text/plain body of an email, or None if absent."""
+def _extract_part_body(msg: Message, content_type: str) -> str | None:
+    """Return the first sub-part of the given content type, or None."""
     if msg.is_multipart():
         for part in msg.walk():
-            if part.get_content_type() == "text/plain":
-                payload = part.get_payload(decode=True)
-                if isinstance(payload, bytes):
-                    return payload.decode(part.get_content_charset() or "utf-8", errors="replace")
+            if part.get_content_type() == content_type:
+                return _decode_payload(part)
         return None
-    payload = msg.get_payload(decode=True)
+    if msg.get_content_type() == content_type:
+        return _decode_payload(msg)
+    return None
+
+
+def _decode_payload(part: Message) -> str | None:
+    payload = part.get_payload(decode=True)
     if isinstance(payload, bytes):
-        return payload.decode(msg.get_content_charset() or "utf-8", errors="replace")
+        return payload.decode(part.get_content_charset() or "utf-8", errors="replace")
     if isinstance(payload, str):
         return payload
     return None
@@ -63,7 +97,8 @@ def _parse_rfc2822_lines(body: str) -> list[Activity]:
 
     Corresponds to `_extract_position_v1` and `_extract_position_v2` in
     the upstream parser. Returns a one-element list on success, `[]`
-    otherwise.
+    otherwise. v3/v4 are not ported — no surviving fixtures exist and
+    the HTML fallback covers newer formats.
     """
     for parser in (_try_v2, _try_v1):
         result = parser(body)
@@ -121,6 +156,150 @@ def _try_v1(body: str) -> Activity | None:
     )
 
 
+def _parse_html_tables(body: str) -> list[Activity]:
+    """Parse an HTML body with per-order nested summary tables.
+
+    Walks every leaf <table> (a table with no child tables); each leaf
+    carries one trade summary (ticker, bought line, total, ISIN + order
+    id). Tables that don't contain the expected shape are skipped, so a
+    partially corrupted email yields only its intact orders.
+    """
+    soup = BeautifulSoup(body, "html.parser")
+    on_date = _extract_html_date(soup)
+    if on_date is None:
+        return []
+    activities: list[Activity] = []
+    for table in soup.find_all("table"):
+        if table.find("table") is not None:
+            continue
+        activity = _try_html_summary_table(table, on_date)
+        if activity is not None:
+            activities.append(activity)
+    return activities
+
+
+def _extract_html_date(soup: BeautifulSoup) -> datetime | None:
+    match = _DATE_RE.search(soup.get_text(" ", strip=True))
+    if match is None:
+        return None
+    day, month, year = match.groups()
+    try:
+        return datetime.strptime(f"{day}-{month}-{year}", "%d-%B-%Y")
+    except ValueError:
+        return None
+
+
+def _try_html_summary_table(nested: object, on_date: datetime) -> Activity | None:
+    """Interpret a leaf <table> as a single trade summary.
+
+    Returns None if the table is structural (no "Bought N @ £P" row) or
+    any required field is missing.
+    """
+    get_text = getattr(nested, "get_text", None)
+    if get_text is None:
+        return None
+    text = get_text(" ", strip=True)
+    bought = _BOUGHT_RE.search(text)
+    if bought is None:
+        return None
+    symbol = _extract_html_symbol(nested)
+    if symbol is None:
+        return None
+    quantity = Decimal(bought.group(1))
+    unit_price = Decimal(bought.group(2))
+    return _build_activity(
+        on_date=on_date,
+        symbol=symbol,
+        quantity=quantity,
+        unit_price=unit_price,
+        strategy="html",
+        matched=text[:200],
+    )
+
+
+def _extract_html_symbol(nested: object) -> str | None:
+    find_all = getattr(nested, "find_all", None)
+    if find_all is None:
+        return None
+    for cell in find_all("td"):
+        cell_text = cell.get_text(" ", strip=True)
+        m = _TICKER_RE.search(cell_text)
+        if m is not None:
+            return m.group(1)
+    return None
+
+
+_CSV_CONTENT_TYPES = {"text/csv", "application/csv", "application/vnd.ms-excel"}
+# Required columns for the CSV attachment strategy. IE has not (yet) sent
+# CSV-attached statements in production — the column set here mirrors the
+# upstream _extract_positions_csv contract (ticker, buy_price, num_shares,
+# buy_date, currency) with modern names.
+_CSV_COLUMNS = {"ticker", "unit_price", "quantity", "date", "currency"}
+
+
+def _parse_csv_attachment(raw_email: bytes) -> list[Activity]:
+    """Parse a CSV attachment from the email into Activity records.
+
+    Walks every MIME part, picks the first one with a CSV-ish content
+    type OR a `.csv` filename, and iterates its rows. Rows missing a
+    required column or with an unparseable number/date are skipped.
+    """
+    msg = email.message_from_bytes(raw_email)
+    csv_text = _extract_csv_attachment_text(msg)
+    if csv_text is None:
+        return []
+    reader = csv.DictReader(io.StringIO(csv_text))
+    fieldnames = set(reader.fieldnames or [])
+    if not _CSV_COLUMNS.issubset(fieldnames):
+        return []
+    activities: list[Activity] = []
+    for row in reader:
+        activity = _csv_row_to_activity(row)
+        if activity is not None:
+            activities.append(activity)
+    return activities
+
+
+def _extract_csv_attachment_text(msg: Message) -> str | None:
+    for part in msg.walk():
+        if not _looks_like_csv_part(part):
+            continue
+        payload = part.get_payload(decode=True)
+        if isinstance(payload, bytes):
+            return payload.decode(part.get_content_charset() or "utf-8", errors="replace")
+        if isinstance(payload, str):
+            return payload
+    return None
+
+
+def _looks_like_csv_part(part: Message) -> bool:
+    if part.get_content_type() in _CSV_CONTENT_TYPES:
+        return True
+    filename = part.get_filename()
+    return isinstance(filename, str) and filename.lower().endswith(".csv")
+
+
+def _csv_row_to_activity(row: dict[str, str]) -> Activity | None:
+    try:
+        on_date = datetime.strptime(row["date"], "%Y-%m-%d")
+        symbol = row["ticker"].strip()
+        quantity = Decimal(row["quantity"])
+        unit_price = Decimal(row["unit_price"])
+        currency = row["currency"].strip() or "GBP"
+    except (KeyError, ValueError, InvalidOperation):
+        return None
+    if not symbol or currency != "GBP":
+        return None
+    return _build_activity(
+        on_date=on_date,
+        symbol=symbol,
+        quantity=quantity,
+        unit_price=unit_price,
+        strategy="csv",
+        matched=f"{symbol},{unit_price},{quantity},{row['date']}",
+    )
+
+
 def _build_activity(
     *,
     on_date: datetime,
diff --git a/broker_sync/providers/parsers/schwab.py b/broker_sync/providers/parsers/schwab.py
new file mode 100644
index 0000000..aeef7d0
--- /dev/null
+++ b/broker_sync/providers/parsers/schwab.py
@@ -0,0 +1,240 @@
+"""Schwab workplace-RSU email parser.
+
+Two email shapes are handled:
+
+1. Trade confirmations (sell-to-cover or user-initiated trades): HTML
+   with five `<td class="dark-background-body" align="right">` cells
+   holding date / direction / quantity / ticker / price. → one Activity.
+
+2. Release Confirmations (RSU vest events): subject/body mentions
+   "Release Confirmation" or "Award Vesting"; body lists vest date,
+   shares released, FMV, shares sold to cover, and USD tax withheld.
+   → (Activity, Activity, VestEvent) tuple: the gross vest (BUY at FMV),
+   the sell-to-cover (SELL at FMV), and a standalone VestEvent for the
+   payslip-ingest reconciliation pipeline.
+
+On any parse failure we return the neutral empty result (no Activities,
+no VestEvent) — an unparseable email shouldn't crash the IMAP batch.
+"""
+from __future__ import annotations
+
+import logging
+import re
+from dataclasses import dataclass
+from decimal import Decimal, InvalidOperation
+
+from bs4 import BeautifulSoup
+from dateutil import parser as dateparser
+
+from broker_sync.models import AccountType, Activity, ActivityType, VestEvent
+
+log = logging.getLogger(__name__)
+
+_ACCOUNT_ID = "schwab-workplace"
+_DEFAULT_CURRENCY = "USD"
+
+# Vest-confirmation emails reliably include one of these phrases. Matching
+# is case-insensitive and on the raw HTML (cheap — no DOM parse needed).
+_VEST_SUBJECT_RE = re.compile(r"Release Confirmation|Award Vesting|RSU Release",
+                              re.IGNORECASE)
+
+
+@dataclass
+class VestParseResult:
+    activities: list[Activity]
+    vest_event: VestEvent | None
+
+
+def parse_schwab_email(raw_html: str) -> list[Activity]:
+    """Return a single-item list of Activity on success, empty on failure.
+
+    For vest-confirmation emails, returns the two Activity rows (gross
+    vest + sell-to-cover). Use `parse_schwab_email_full` when the caller
+    also needs the VestEvent.
+    """
+    return parse_schwab_email_full(raw_html).activities
+
+
+def parse_schwab_email_full(raw_html: str) -> VestParseResult:
+    """Full parse — returns activities + optional VestEvent.
+
+    Dispatches: vest-confirmation emails → `_parse_vest_release`;
+    everything else → the legacy single-row confirmation parser.
+    """
+    if _VEST_SUBJECT_RE.search(raw_html):
+        result = _parse_vest_release(raw_html)
+        if result is not None:
+            return result
+        log.warning("schwab: detected vest email but could not extract fields; "
+                    "add a real fixture to broker-sync/tests/fixtures/")
+        return VestParseResult(activities=[], vest_event=None)
+
+    return VestParseResult(activities=_parse_trade_confirmation(raw_html), vest_event=None)
+
+
+def _parse_trade_confirmation(raw_html: str) -> list[Activity]:
+    """Legacy 5-cell trade confirmation parser."""
+    try:
+        soup = BeautifulSoup(raw_html, "html.parser")
+        cells = [
+            td.get_text(strip=True) for td in soup.find_all("td", {
+                "class": "dark-background-body",
+                "align": "right"
+            })
+        ]
+        if len(cells) < 5:
+            return []
+
+        date_txt, direction_txt, qty_txt, ticker, price_txt = cells[:5]
+        trade_date = dateparser.parse(date_txt)
+        direction = (ActivityType.SELL
+                     if direction_txt.strip().lower() == "sold" else ActivityType.BUY)
+        quantity = Decimal(qty_txt.replace(",", "").strip())
+        # Price like "$123.45" — strip the currency sign and parse the numeric tail.
+        # Handle "£", "€", "USD", etc. by taking the last numeric span.
+        price_clean = price_txt
+        for sign in ("$", "£", "€", "USD", "GBP", "EUR"):
+            price_clean = price_clean.replace(sign, "")
+        unit_price = Decimal(price_clean.replace(",", "").strip())
+
+        external_id = (f"schwab:{trade_date.date().isoformat()}:{ticker}:"
+                       f"{direction.value}:{quantity}")
+        return [
+            Activity(
+                external_id=external_id,
+                account_id=_ACCOUNT_ID,
+                account_type=AccountType.GIA,
+                date=trade_date,
+                activity_type=direction,
+                symbol=ticker.strip(),
+                quantity=quantity,
+                unit_price=unit_price,
+                currency=_DEFAULT_CURRENCY,
+                notes=f"schwab-email:{direction_txt}",
+            )
+        ]
+    except (ValueError, InvalidOperation, IndexError, AttributeError):
+        return []
+
+
+# Heuristic extractors for vest-release emails. Labels observed in public
+# Schwab RSU release samples; real fixture needed to tighten these.
+_VEST_DATE_RE = re.compile(
+    r"(?:Release Date|Vest Date|Vesting Date)\s*[:<][^0-9]*"
+    r"(\d{1,2}[\s/\-][A-Za-z]{3}[\s/\-]\d{2,4}|\d{2}/\d{2}/\d{4}|\d{4}-\d{2}-\d{2})",
+    re.IGNORECASE)
+_VEST_TICKER_RE = re.compile(r"(?:Ticker|Symbol)\s*[:<]\s*([A-Z]{2,5})",
+                             re.IGNORECASE)
+_VEST_SHARES_RELEASED_RE = re.compile(
+    r"(?:Shares Released|Total Shares (?:Released|Vested))\s*[:<]\s*"
+    r"([\d,]+(?:\.\d+)?)",
+    re.IGNORECASE)
+_VEST_SHARES_WITHHELD_RE = re.compile(
+    r"(?:Shares (?:Withheld|Sold)(?: for Taxes)?)\s*[:<]\s*"
+    r"([\d,]+(?:\.\d+)?)",
+    re.IGNORECASE)
+_VEST_FMV_RE = re.compile(
+    r"(?:Market Price|FMV|Fair Market Value)\s*[:<]\s*"
+    r"\$?\s*([\d,]+(?:\.\d+)?)",
+    re.IGNORECASE)
+_VEST_TAX_USD_RE = re.compile(
+    r"(?:Tax Withholding Amount|Total Tax Withholding|Tax Withheld)\s*[:<]\s*"
+    r"\$?\s*([\d,]+(?:\.\d+)?)",
+    re.IGNORECASE)
+
+
+def _parse_vest_release(raw_html: str) -> VestParseResult | None:
+    """Best-effort extraction from a Schwab Release Confirmation email.
+
+    Runs label regexes on the plain-text view of the HTML. Returns None
+    (signalling fall-through) if the core four fields (date, ticker,
+    shares released, FMV) don't all resolve — that's a strong signal the
+    heuristics need a real fixture before they can be trusted on a live
+    email.
+    """
+    try:
+        soup = BeautifulSoup(raw_html, "html.parser")
+        text = soup.get_text(" ", strip=True)
+    except Exception:
+        return None
+
+    date_str = _search_group(_VEST_DATE_RE, text)
+    ticker = _search_group(_VEST_TICKER_RE, text)
+    shares_released_str = _search_group(_VEST_SHARES_RELEASED_RE, text)
+    fmv_str = _search_group(_VEST_FMV_RE, text)
+    if not (date_str and ticker and shares_released_str and fmv_str):
+        return None
+
+    try:
+        vest_date = dateparser.parse(date_str)
+        shares_vested = Decimal(shares_released_str.replace(",", ""))
+        fmv = Decimal(fmv_str.replace(",", ""))
+    except (ValueError, InvalidOperation):
+        return None
+
+    shares_sold_str = _search_group(_VEST_SHARES_WITHHELD_RE, text)
+    shares_sold_to_cover = (Decimal(shares_sold_str.replace(",", ""))
+                            if shares_sold_str else None)
+    tax_usd_str = _search_group(_VEST_TAX_USD_RE, text)
+    tax_withheld_usd = (Decimal(tax_usd_str.replace(",", ""))
+                        if tax_usd_str else None)
+
+    external_id = (f"schwab:{vest_date.date().isoformat()}:{ticker}:VEST:"
+                   f"{shares_vested}")
+
+    vest_event = VestEvent(
+        external_id=external_id,
+        vest_date=vest_date,
+        ticker=ticker,
+        shares_vested=shares_vested,
+        shares_sold_to_cover=shares_sold_to_cover,
+        fmv_at_vest_usd=fmv,
+        tax_withheld_usd=tax_withheld_usd,
+        source="schwab_email",
+        raw={
+            "date": date_str,
+            "ticker": ticker,
+            "shares_released": shares_released_str,
+            "fmv": fmv_str,
+            "shares_withheld": shares_sold_str or "",
+            "tax_withheld": tax_usd_str or "",
+        },
+    )
+
+    # Sibling Activities for Wealthfolio: full vest as BUY, sell-to-cover
+    # slice as SELL, both at the same FMV so net cash = 0 on that day.
+    activities: list[Activity] = [
+        Activity(
+            external_id=f"{external_id}:BUY",
+            account_id=_ACCOUNT_ID,
+            account_type=AccountType.GIA,
+            date=vest_date,
+            activity_type=ActivityType.BUY,
+            symbol=ticker,
+            quantity=shares_vested,
+            unit_price=fmv,
+            currency=_DEFAULT_CURRENCY,
+            notes="schwab-vest-release",
+        )
+    ]
+    if shares_sold_to_cover is not None and shares_sold_to_cover > 0:
+        activities.append(
+            Activity(
+                external_id=f"{external_id}:SELL_TO_COVER",
+                account_id=_ACCOUNT_ID,
+                account_type=AccountType.GIA,
+                date=vest_date,
+                activity_type=ActivityType.SELL,
+                symbol=ticker,
+                quantity=shares_sold_to_cover,
+                unit_price=fmv,
+                currency=_DEFAULT_CURRENCY,
+                notes="schwab-sell-to-cover",
+            ))
+
+    return VestParseResult(activities=activities, vest_event=vest_event)
+
+
+def _search_group(pattern: re.Pattern[str], text: str) -> str | None:
+    m = pattern.search(text)
+    return m.group(1).strip() if m else None
diff --git a/broker_sync/sinks/wealthfolio.py b/broker_sync/sinks/wealthfolio.py
index f82817f..efbd50c 100644
--- a/broker_sync/sinks/wealthfolio.py
+++ b/broker_sync/sinks/wealthfolio.py
@@ -2,6 +2,7 @@ from __future__ import annotations
 
 import json
 from collections.abc import Iterable
+from datetime import UTC
 from pathlib import Path
 from typing import Any
 
@@ -130,10 +131,7 @@ class WealthfolioSink:
         """
         existing = await self.list_accounts()
         for a in existing:
-            if (
-                a.get("provider") == account.provider
-                and a.get("providerAccountId") == account.id
-            ):
+            if (a.get("provider") == account.provider and a.get("providerAccountId") == account.id):
                 wf_id = a.get("id")
                 assert isinstance(wf_id, str)
                 return wf_id
@@ -159,9 +157,7 @@ class WealthfolioSink:
         created = resp.json()
         wf_id = created.get("id")
         if not isinstance(wf_id, str):
-            raise WealthfolioError(
-                f"POST /accounts returned no id: {created}"
-            )
+            raise WealthfolioError(f"POST /accounts returned no id: {created}")
         return wf_id
 
     # -- activity import --
@@ -169,8 +165,11 @@ class WealthfolioSink:
     @staticmethod
     def _activity_to_import_row(a: Activity) -> dict[str, Any]:
         """Match Wealthfolio's ActivityImport struct (camelCase JSON)."""
+        # WF /import rejects naive datetimes with "Invalid date" (even though
+        # /import/check accepts them) — coerce to UTC if tzinfo is missing.
+        date = a.date if a.date.tzinfo is not None else a.date.replace(tzinfo=UTC)
         row: dict[str, Any] = {
-            "date": a.date.isoformat(),
+            "date": date.isoformat(),
             "symbol": a.symbol or "$CASH",
             "activityType": str(a.activity_type),
             "currency": a.currency,
@@ -213,15 +212,12 @@ class WealthfolioSink:
         checked = check.json()
         if not isinstance(checked, list):
             raise ImportValidationError(
-                f"Wealthfolio /import/check returned non-list: {type(checked).__name__}"
-            )
+                f"Wealthfolio /import/check returned non-list: {type(checked).__name__}")
 
         invalid = [r for r in checked if isinstance(r, dict) and r.get("errors")]
         if invalid:
-            raise ImportValidationError(
-                f"Wealthfolio /import/check flagged {len(invalid)} row(s); "
-                f"first: {invalid[0]}"
-            )
+            raise ImportValidationError(f"Wealthfolio /import/check flagged {len(invalid)} row(s); "
+                                        f"first: {invalid[0]}")
         # Drop any row the server marked is_valid=false (shouldn't happen
         # without errors, but defensive).
         valid_rows = [r for r in checked if isinstance(r, dict) and r.get("isValid")]
@@ -229,10 +225,40 @@ class WealthfolioSink:
         real = await self._request("POST", _IMPORT_REAL, json={"activities": valid_rows})
         real.raise_for_status()
         raw = real.json()
+        # Two observed response shapes:
+        #   - {activities:[...], importRunId:"...", summary:{total,imported,skipped,...}}
+        #   - bare list (older builds)
         if isinstance(raw, dict) and "activities" in raw:
             got = raw["activities"]
-            assert isinstance(got, list)
-            return got
-        if isinstance(raw, list):
-            return raw
-        return []
+            summary = raw.get("summary") if isinstance(raw.get("summary"), dict) else None
+        elif isinstance(raw, list):
+            got = raw
+            summary = None
+        else:
+            got = []
+            summary = None
+        # Summary.imported is THE truth. The `activities` field echoes input
+        # with errors annotated — its length equals input even when zero
+        # actually persisted.
+        if summary is not None:
+            imported_n = int(summary.get("imported", 0))
+            total_n = int(summary.get("total", len(valid_rows)))
+            if imported_n < total_n:
+                err_msg = summary.get("errorMessage") or "no errorMessage"
+                skipped = int(summary.get("skipped", 0))
+                dupes = int(summary.get("duplicates", 0))
+                raise ImportValidationError(f"Wealthfolio /import persisted {imported_n}/{total_n} "
+                                            f"(skipped={skipped} duplicates={dupes}). "
+                                            f"errorMessage: {err_msg}")
+        # Legacy silent-drop guard for no-summary responses.
+        elif valid_rows and not got:
+            first_warn = next(
+                (r.get("warnings") for r in checked if isinstance(r, dict) and r.get("warnings")),
+                None,
+            )
+            raise ImportValidationError(
+                f"Wealthfolio /import silently dropped all {len(valid_rows)} rows. "
+                f"First checked row: {checked[0] if checked else 'none'}. "
+                f"First warning: {first_warn}")
+        assert isinstance(got, list)
+        return [r for r in got if isinstance(r, dict)]
diff --git a/docs/providers/fidelity-planviewer.md b/docs/providers/fidelity-planviewer.md
new file mode 100644
index 0000000..f38eb72
--- /dev/null
+++ b/docs/providers/fidelity-planviewer.md
@@ -0,0 +1,111 @@
+# Fidelity UK PlanViewer provider
+
+Viktor's UK workplace pension is hosted at `pv.planviewer.fidelity.co.uk`. There
+is no public API for individual members — the provider reverse-engineers the
+private JSON backend at `prd.wiciam.fidelity.co.uk/cvmfe/api/*` that the SPA
+itself calls, and uses Playwright only to keep a long-lived login session
+alive.
+
+## Architecture
+
+```
+┌─────────────┐    storage_state.json     ┌──────────────────┐
+│  Vault KV   │◀─── (quarterly reseed) ───│  fidelity-seed   │
+│ broker-sync │                           │  (headed browser) │
+└──────┬──────┘                           └──────────────────┘
+       │                                           ▲
+       │ loads on start                            │ Viktor runs once
+       ▼                                          when session expires
+┌────────────────────┐
+│   Monthly CronJob   │
+│ broker-sync-fidelity│
+└────────────┬────────┘
+             │ headless Chromium
+             ▼
+┌─────────────────────────────────┐      ┌────────────────────────────────┐
+│ pv.planviewer.fidelity.co.uk    │◀─────│ navigate dashboard → capture   │
+│ (SPA)                           │      │ fresh sid/fid/tbid/rid headers │
+└─────────────────────────────────┘      └──────────────┬─────────────────┘
+                                                         │
+                                             ┌───────────▼─────────────┐
+                                             │  httpx JSON calls       │
+                                             │  prd.wiciam.../cvmfe/api│
+                                             └───────────┬─────────────┘
+                                                         │
+                                    ┌────────────────────▼────────────────────┐
+                                    │ DEPOSIT × N (employee + employer)        │
+                                    │ BUY × N (fund unit purchases, per date) │
+                                    └────────────────────┬────────────────────┘
+                                                         │
+                                        ┌────────────────▼────────────────┐
+                                        │ Wealthfolio account              │
+                                        │ type = WORKPLACE_PENSION         │
+                                        │ currency = GBP                   │
+                                        └──────────────────────────────────┘
+```
+
+## One-time seed (Viktor)
+
+```bash
+# on your laptop (macOS / Linux with a desktop):
+cd broker-sync
+poetry install
+poetry run playwright install chromium
+poetry run broker-sync fidelity-seed --out /tmp/fidelity_storage_state.json
+# chromium opens — log in to PlanViewer, tick "Remember device", press Enter
+
+# stage to Vault
+vault kv patch secret/broker-sync \
+  fidelity_storage_state=@/tmp/fidelity_storage_state.json \
+  fidelity_plan_id=<your-plan-id>
+
+rm /tmp/fidelity_storage_state.json   # don't leave credentials lying around
+```
+
+Re-seed when the monthly CronJob fails with `FidelitySessionError` (expect
+every 30-90 days, depending on how long Fidelity honours the remember-device
+cookie).
+
+## One-time backfill
+
+```bash
+kubectl -n broker-sync create job fidelity-backfill \
+  --from=cronjob/broker-sync-fidelity
+kubectl -n broker-sync logs -f job/fidelity-backfill
+# expect: fidelity-ingest: fetched=N new=N imported=N failed=0
+```
+
+## Monthly cron
+
+- Schedule: `0 3 5 * *` (3am UTC on the 5th of each month — after mid-month payroll settles in Viktor's scheme)
+- CronJob: `broker-sync-fidelity` in namespace `broker-sync`
+- Resource: small, ≤512 MiB memory (Chromium for ~2 min, then idle)
+- Alert: `BrokerSyncFidelityFailed` fires on 2 consecutive failures
+
+## Runbook — `BrokerSyncFidelityFailed`
+
+1. Check pod logs: `kubectl -n broker-sync logs job/broker-sync-fidelity-<timestamp>`.
+2. If the error is `FidelitySessionError`: session expired, re-run the seed on
+   Viktor's laptop (see above).
+3. If the error is a 404 / 5xx from `prd.wiciam.fidelity.co.uk`: likely an API
+   path change. Check DevTools for the new endpoint, update the provider, ship
+   a new image.
+4. If Playwright can't launch Chromium: check that the image still has Chromium
+   installed (`playwright install chromium` at build time).
+
+## Data model notes
+
+- **Salary sacrifice scheme**: all employee + employer contributions are
+  pre-tax from gross salary. No HMRC basic-rate relief line.
+- Emits two `DEPOSIT` per month (employee, employer) with `comment` carrying
+  the source tag `fidelity:<doc-id>:<source>` for audit.
+- Emits one `BUY` per fund unit purchase, `symbol` = Fidelity fund code / ISIN.
+  Units × unit price should reconcile to the cash deposited ±pennies.
+
+## Not yet implemented
+
+- Endpoint paths: waiting on Viktor's DevTools POST cURL for transactions +
+  holdings views. Until pasted, `fidelity-ingest` raises
+  `FidelityProviderConfigError` to fail loudly.
+- Infra: CronJob + Vault secret wiring + Prometheus alert in
+  `infra/stacks/broker-sync/main.tf` — pending first successful manual run.
diff --git a/poetry.lock b/poetry.lock
index 58029c8..f4abb62 100644
--- a/poetry.lock
+++ b/poetry.lock
@@ -1,5 +1,24 @@
 # This file is automatically @generated by Poetry 2.1.3 and should not be changed by hand.
 
+[[package]]
+name = "aiomysql"
+version = "0.3.2"
+description = "MySQL driver for asyncio."
+optional = false
+python-versions = ">=3.9"
+groups = ["main"]
+files = [
+    {file = "aiomysql-0.3.2-py3-none-any.whl", hash = "sha256:c82c5ba04137d7afd5c693a258bea8ead2aad77101668044143a991e04632eb2"},
+    {file = "aiomysql-0.3.2.tar.gz", hash = "sha256:72d15ef5cfc34c03468eb41e1b90adb9fd9347b0b589114bd23ead569a02ac1a"},
+]
+
+[package.dependencies]
+PyMySQL = ">=1.0"
+
+[package.extras]
+rsa = ["PyMySQL[rsa] (>=1.0)"]
+sa = ["sqlalchemy (>=1.3,<1.4)"]
+
 [[package]]
 name = "anyio"
 version = "4.13.0"
@@ -82,6 +101,79 @@ files = [
 ]
 markers = {main = "platform_system == \"Windows\"", dev = "sys_platform == \"win32\""}
 
+[[package]]
+name = "greenlet"
+version = "3.4.0"
+description = "Lightweight in-process concurrent programming"
+optional = false
+python-versions = ">=3.10"
+groups = ["main"]
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+    {file = "greenlet-3.4.0-cp314-cp314t-manylinux_2_24_aarch64.manylinux_2_28_aarch64.whl", hash = "sha256:a58bec0751f43068cd40cff31bb3ca02ad6000b3a51ca81367af4eb5abc480c8"},
+    {file = "greenlet-3.4.0-cp314-cp314t-manylinux_2_24_ppc64le.manylinux_2_28_ppc64le.whl", hash = "sha256:05fa0803561028f4b2e3b490ee41216a842eaee11aed004cc343a996d9523aa2"},
+    {file = "greenlet-3.4.0-cp314-cp314t-manylinux_2_24_s390x.manylinux_2_28_s390x.whl", hash = "sha256:c4cd56a9eb7a6444edbc19062f7b6fbc8f287c663b946e3171d899693b1c19fa"},
+    {file = "greenlet-3.4.0-cp314-cp314t-manylinux_2_24_x86_64.manylinux_2_28_x86_64.whl", hash = "sha256:e60d38719cb80b3ab5e85f9f1aed4960acfde09868af6762ccb27b260d68f4ed"},
+    {file = "greenlet-3.4.0-cp314-cp314t-manylinux_2_39_riscv64.whl", hash = "sha256:1f85f204c4d54134ae850d401fa435c89cd667d5ce9dc567571776b45941af72"},
+    {file = "greenlet-3.4.0-cp314-cp314t-musllinux_1_2_aarch64.whl", hash = "sha256:7f50c804733b43eded05ae694691c9aa68bca7d0a867d67d4a3f514742a2d53f"},
+    {file = "greenlet-3.4.0-cp314-cp314t-musllinux_1_2_x86_64.whl", hash = "sha256:2d4f0635dc4aa638cda4b2f5a07ae9a2cff9280327b581a3fcb6f317b4fbc38a"},
+    {file = "greenlet-3.4.0-cp314-cp314t-win_amd64.whl", hash = "sha256:1a4a48f24681300c640f143ba7c404270e1ebbbcf34331d7104a4ff40f8ea705"},
+    {file = "greenlet-3.4.0.tar.gz", hash = "sha256:f50a96b64dafd6169e595a5c56c9146ef80333e67d4476a65a9c55f400fc22ff"},
+]
+
+[package.extras]
+docs = ["Sphinx", "furo"]
+test = ["objgraph", "psutil", "setuptools"]
+
 [[package]]
 name = "h11"
 version = "0.16.0"
@@ -428,6 +520,28 @@ files = [
     {file = "platformdirs-4.9.6.tar.gz", hash = "sha256:3bfa75b0ad0db84096ae777218481852c0ebc6c727b3168c1b9e0118e458cf0a"},
 ]
 
+[[package]]
+name = "playwright"
+version = "1.58.0"
+description = "A high-level API to automate web browsers"
+optional = false
+python-versions = ">=3.9"
+groups = ["main"]
+files = [
+    {file = "playwright-1.58.0-py3-none-macosx_10_13_x86_64.whl", hash = "sha256:96e3204aac292ee639edbfdef6298b4be2ea0a55a16b7068df91adac077cc606"},
+    {file = "playwright-1.58.0-py3-none-macosx_11_0_arm64.whl", hash = "sha256:70c763694739d28df71ed578b9c8202bb83e8fe8fb9268c04dd13afe36301f71"},
+    {file = "playwright-1.58.0-py3-none-macosx_11_0_universal2.whl", hash = "sha256:185e0132578733d02802dfddfbbc35f42be23a45ff49ccae5081f25952238117"},
+    {file = "playwright-1.58.0-py3-none-manylinux1_x86_64.whl", hash = "sha256:c95568ba1eda83812598c1dc9be60b4406dffd60b149bc1536180ad108723d6b"},
+    {file = "playwright-1.58.0-py3-none-manylinux_2_17_aarch64.manylinux2014_aarch64.whl", hash = "sha256:8f9999948f1ab541d98812de25e3a8c410776aa516d948807140aff797b4bffa"},
+    {file = "playwright-1.58.0-py3-none-win32.whl", hash = "sha256:1e03be090e75a0fabbdaeab65ce17c308c425d879fa48bb1d7986f96bfad0b99"},
+    {file = "playwright-1.58.0-py3-none-win_amd64.whl", hash = "sha256:a2bf639d0ce33b3ba38de777e08697b0d8f3dc07ab6802e4ac53fb65e3907af8"},
+    {file = "playwright-1.58.0-py3-none-win_arm64.whl", hash = "sha256:32ffe5c303901a13a0ecab91d1c3f74baf73b84f4bedbb6b935f5bc11cc98e1b"},
+]
+
+[package.dependencies]
+greenlet = ">=3.1.1,<4.0.0"
+pyee = ">=13,<14"
+
 [[package]]
 name = "pluggy"
 version = "1.6.0"
@@ -444,6 +558,24 @@ files = [
 dev = ["pre-commit", "tox"]
 testing = ["coverage", "pytest", "pytest-benchmark"]
 
+[[package]]
+name = "pyee"
+version = "13.0.1"
+description = "A rough port of Node.js's EventEmitter to Python with a few tricks of its own"
+optional = false
+python-versions = ">=3.8"
+groups = ["main"]
+files = [
+    {file = "pyee-13.0.1-py3-none-any.whl", hash = "sha256:af2f8fede4171ef667dfded53f96e2ed0d6e6bd7ee3bb46437f77e3b57689228"},
+    {file = "pyee-13.0.1.tar.gz", hash = "sha256:0b931f7c14535667ed4c7e0d531716368715e860b988770fc7eb8578d1f67fc8"},
+]
+
+[package.dependencies]
+typing-extensions = "*"
+
+[package.extras]
+dev = ["black", "build", "flake8", "flake8-black", "isort", "jupyter-console", "mkdocs", "mkdocs-include-markdown-plugin", "mkdocstrings[python]", "mypy", "pytest", "pytest-asyncio ; python_version >= \"3.4\"", "pytest-trio ; python_version >= \"3.7\"", "sphinx", "toml", "tox", "trio", "trio ; python_version > \"3.6\"", "trio-typing ; python_version > \"3.6\"", "twine", "twisted", "validate-pyproject[all]"]
+
 [[package]]
 name = "pygments"
 version = "2.20.0"
@@ -459,6 +591,22 @@ files = [
 [package.extras]
 windows-terminal = ["colorama (>=0.4.6)"]
 
+[[package]]
+name = "pymysql"
+version = "1.1.2"
+description = "Pure Python MySQL Driver"
+optional = false
+python-versions = ">=3.8"
+groups = ["main"]
+files = [
+    {file = "pymysql-1.1.2-py3-none-any.whl", hash = "sha256:e6b1d89711dd51f8f74b1631fe08f039e7d76cf67a42a323d3178f0f25762ed9"},
+    {file = "pymysql-1.1.2.tar.gz", hash = "sha256:4961d3e165614ae65014e361811a724e2044ad3ea3739de9903ae7c21f539f03"},
+]
+
+[package.extras]
+ed25519 = ["PyNaCl (>=1.4.0)"]
+rsa = ["cryptography"]
+
 [[package]]
 name = "pytest"
 version = "8.4.2"
@@ -628,6 +776,18 @@ rich = ">=10.11.0"
 shellingham = ">=1.3.0"
 typing-extensions = ">=3.7.4.3"
 
+[[package]]
+name = "types-python-dateutil"
+version = "2.9.0.20260408"
+description = "Typing stubs for python-dateutil"
+optional = false
+python-versions = ">=3.10"
+groups = ["dev"]
+files = [
+    {file = "types_python_dateutil-2.9.0.20260408-py3-none-any.whl", hash = "sha256:473139d514a71c9d1fbd8bb328974bedcb1cc3dba57aad04ffa4157f483c216f"},
+    {file = "types_python_dateutil-2.9.0.20260408.tar.gz", hash = "sha256:8b056ec01568674235f64ecbcef928972a5fac412f5aab09c516dfa2acfbb582"},
+]
+
 [[package]]
 name = "typing-extensions"
 version = "4.15.0"
@@ -658,4 +818,4 @@ platformdirs = ">=3.5.1"
 [metadata]
 lock-version = "2.1"
 python-versions = ">=3.11,<3.13"
-content-hash = "b9c19ac1963682740a98cd539d3790ff180c2e8195d5cfcc9572da855db3fa7d"
+content-hash = "b3896b2258a425cce9498be9ada5bd48a06d5f2bd7c53ead044ad27c53086bd7"
diff --git a/pyproject.toml b/pyproject.toml
index adcf5cc..e5860d5 100644
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -13,6 +13,11 @@ beautifulsoup4 = "^4.12"
 python-dateutil = "^2.9"
 typer = "^0.12"
 click = "<8.2"   # typer 0.12 uses make_metavar() without ctx; click 8.2 made ctx required
+aiomysql = "^0.3.2"
+# Fidelity UK PlanViewer has no public API — we use Playwright only to keep a
+# long-lived session alive (storage_state + device-trust cookie); actual data
+# is fetched via httpx against the SPA's private JSON backend.
+playwright = "^1.47"
 
 [tool.poetry.group.dev.dependencies]
 pytest = "^8.3"
@@ -20,6 +25,7 @@ pytest-asyncio = "^0.23"
 mypy = "^1.11"
 ruff = "^0.6"
 yapf = "^0.43"
+types-python-dateutil = "^2.9.0.20260408"
 
 [tool.poetry.scripts]
 broker-sync = "broker_sync.cli:app"
diff --git a/tests/fixtures/fidelity/transactions-full.html b/tests/fixtures/fidelity/transactions-full.html
new file mode 100644
index 0000000..1b71f80
--- /dev/null
+++ b/tests/fixtures/fidelity/transactions-full.html
@@ -0,0 +1,1707 @@
+<!DOCTYPE html><html><head>
+		<!-- Adding for compatability mode -->
+	<meta http-equiv="X-UA-Compatible" content="IE=9; IE=8; IE=7; IE=EDGE">
+	
+	<title>Fidelity's PlanViewer</title>
+	<meta http-equiv="Content-Type" content="text/html; charset=ISO-8859-1">
+	<meta http-equiv="Cache-Control" content="no-cache, no-store, must-revalidate">
+	<meta http-equiv="Pragma" content="no-cache">
+	<meta http-equiv="Expires" content="0">
+	<meta name="referrer" content="never">
+	<meta name="viewport" content="width=device-width, initial-scale=1">
+
+	
+	<script type="text/javascript" src="https://nexus.ensighten.com/fidelityuk/fidukpvprod/Bootstrap.js"></script>
+
+
+
+	
+<script language="JavaScript" type="text/javascript" src="javascript/foundation.planviewer.js"></script><meta class="foundation-mq">
+<script language="JavaScript" src="javascript/jquery-migrate.min.js"></script>
+<script language="JavaScript" src="javascript/jquery-ui.min.js"></script>
+
+<!--  Added from displayschemefiles.jsp -->
+<script type="text/javascript" src="javascript/jquery.chromatable.js"></script>
+<!--  End code from displayschemefiles.jsp -->
+
+<!--  Added from filemappingstandardlayout.jsp -->
+<script language="JavaScript" src="javascript/jquery.jqGrid.min.js"></script>
+<!--  End code from filemappingstandardlayout.jsp -->
+
+<!--  Added from editaddressdetails.jsp -->
+<!-- <script type="text/javascript" src="javascript/jquery.blockUI.js"></script> -->
+<script language="JavaScript" src="javascript/jqueryAddressLookup.js"></script>
+<!--  End code from editaddressdetails.jsp -->
+
+<!-- Commenting below include to fix defect 19551 -->
+
+<link rel="stylesheet" type="text/css" media="screen" href="css/tooltipster.bundle.min.css">
+
+<link rel="stylesheet" type="text/css" media="screen" href="css/jquery-ui.min.css">
+<!--	 Added to support the navigate away from page support for Fire Fox-->
+<script type="text/javascript" src="javascript/ExitFFSupport.js"></script>
+<!--  not sure if I can add jqueryAddressLookup.js to this list. This is called from editmaintemployment.jsp -->
+
+<script src="javascript/tooltipster.bundle.min.js"></script>
+<script src="javascript/tooltips.js"></script>
+
+		
+		
+		<script src="javascript/headerForm.js"></script>
+		
+	
+
+
+	
+	
+			<link rel="stylesheet" type="text/css" href="/planviewer/css/assets/style/css/gds-core-menu-refresh.css">
+ 	<link rel="stylesheet" type="text/css" href="/planviewer/css/assets/style/css/gds-components.css">  
+ 	<link rel="stylesheet" type="text/css" href="/planviewer/css/assets/style/css/icons.css ">
+ 	
+ 	<link rel="stylesheet" type="text/css" id="refreshStyles" href="/planviewer/css/navigation/menudesign.css">
+ 	
+ 	<script src="/planviewer/javascript/assets/js/polyfills.js" id="polyfills-js"></script>
+	<script src="/planviewer/javascript/assets/js/webcomponents-loader.js"></script>
+	<script src="/planviewer/javascript/assets/js/gds-components.js"></script>
+	
+	<script src="/planviewer/javascript/navigation/main.js"></script>
+	<script src="/planviewer/javascript/navigation/menu-generator-nonresp.js"></script>
+	<script src="/planviewer/javascript/navigation/navigation-accessibility.js"></script>
+
+	
+	
+    <link rel="stylesheet" type="text/css" id="refreshStyles" href="/planviewer/css/styles.css">
+	<link rel="stylesheet" type="text/css" media="all" href="/planviewer/css/scheme/pv_ie_mbr_meta.css?version=1"><link rel="stylesheet" type="text/css" media="print" href="/planviewer/css/print.css">
+	<script language="JavaScript" src="/planviewer/javascript/spin-min.js"></script><style type="text/css"></style>
+	
+
+<script language="JavaScript" type="text/javascript" src="/planviewer/javascript/calendarwithbranding.js"></script>
+
+<script language="JavaScript">
+<!--
+function showCalendar(fieldName, dateFormat, stylesheetvalue ){		
+		var cal = new CalendarPopup();
+        cal.showNavigationDropdowns();	
+		cal.setBrandingStyleSheet('<link rel="stylesheet" type="text/css" media="all" href="/planviewer/css/scheme/pv_ie_mbr_meta.css?version=1"/><link rel="stylesheet" type="text/css" media="print" href="/planviewer/css/print.css"/>');
+		cal.select(fieldName,'calendar',dateFormat); 		
+	} 
+//-->
+</script>
+
+	<script language="JavaScript" src="/planviewer/javascript/internetenrolement.js"></script>
+	<script language="JavaScript" src="/planviewer/javascript/common.js"></script>
+	<script language="JavaScript" src="/planviewer/javascript/dc.js"></script>
+	<script language="JavaScript" type="text/javascript" src="/planviewer/javascript/cookiepolicy.js"></script><script type="text/javascript" src="https://retirement.fidelity.co.uk/planviewer-ria/oak/assets/login/support.js?_=1776536969897"></script></head><body class="ofxDest" id="home" onload="NoOp()"><div id="cookieMgn"><div class="ofCookieCentered"><div class="ofTextBlock ofLastChild ofContainer"><div class="cookieText"><p>Fidelity uses cookies to provide you with the best possible online experience. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. However, you can <a onclick="javascript:ShowPopUpPrivacyPolicy(); return false;" href="/planviewer/DisplayPrivacyPolicy.action" target="_blank">change the cookie settings and view our cookie policy</a> at any time.</p></div><div class="cookieContinueText"><a class="ofLarge" onclick="javascript:policyRead()" href="javascript:void(0);" style="padding-left: 20px; background: url(images/red-bullet.gif) no-repeat scroll 0px 3px transparent;">Continue</a></div></div></div></div>
+	
+	
+
+
+<script>
+	var script = document.createElement('script');
+	script.type = 'text/javascript';
+	script.src = "https://retirement.fidelity.co.uk/planviewer-ria/oak/assets/login/support.js?_="+Date.now();
+	document.getElementsByTagName('head')[0].appendChild(script);
+</script>
+
+
+          <script>
+        if(typeof OnStartup !== 'function'){
+            window.OnStartup = function(){};
+        }
+        if(typeof NoOp !== 'function'){
+            window.NoOp = function(){};
+        }
+        if(typeof getTagById !== 'function'){
+            window.getTagById = function(tagId) {
+                var selectedTag;
+                //pushed document.getElementById to the top
+                //as this is the most efficient and works well with IE8 as well
+                if(document.getElementById){
+                    selectedTag = document.getElementById(tagId);
+                }else if (document.all) {
+                    selectedTag = document.all.item(tagId);
+                } else if (document.layers) {
+                    selectedTag = document.layers[tagId];
+                } else{
+                    //some problem - return null;
+                }
+                return selectedTag;
+            };
+        }
+    </script>
+<input type="hidden" name="ImagePath" value="ImagePath">
+
+<div class="hide">
+	<img id="reloadimageid" src="images/session_reloader.gif" height="0px" width="0px">
+</div>
+
+
+	
+
+
+	
+	
+	
+	
+	
+	
+	
+
+	<link rel="stylesheet" type="text/css" media="screen" href="/planviewer/css/select2.min.css">
+<script language="JavaScript" type="text/javascript" src="/planviewer/javascript/select2.min.js"></script>
+<script type="text/javascript" language="JavaScript" src="/planviewer/javascript/polyfill.js"></script>
+<script type="text/javascript">
+	$(document).ready(function(){
+		$('select[name="selectedScheme"]').select2({
+			height: '100%',
+			width: '100%',
+		  	placeholder: 'Choose a plan',
+			allowClear: true,
+			value:null  	
+		});
+		$('select[name="selectedScheme"]').on('select2:unselect', function (e) {
+				$('.searchbutton').prop('disabled',true);		
+		});
+		$('select[name="selectedScheme"]').on('select2:select', function (e) {
+				$('.searchbutton').prop('disabled',false);
+				$('.searchbutton').focus();			
+		});
+	});
+	
+	function ShowFidelitySite() {
+		var url = document.forms[0].sites.value;
+		//Dont do anything for 'select' value else open the site
+		if(url!='Select')
+		{
+			if (url != "") {
+				popupWindow(url, 'data');
+			}
+		}
+	}
+
+</script>
+
+	
+		
+		
+			<div class="bg-white inner large-margin-top-1">
+		    
+
+
+
+
+ 
+<style>
+	body.ofxDest {
+	    margin: 0 !important;
+	    padding: 0 !important;
+	    font-family: neuzeit_grotesk,Helvetica,Arial,sans-serif !important;
+	    font-weight: 400;
+	    line-height: 1.45;
+	    background: #eeeff0;
+	    color: #000;
+	    -webkit-font-smoothing: antialiased;
+	    -moz-osx-font-smoothing: grayscale;
+	}
+	div#dropWrapper {
+	    width: 995px;
+	    max-width: 995px;
+	    margin: 0 auto;
+	    background-color: #fff !important;
+	}
+	#headerlogolink {
+    	width: 100% !important;
+	}
+	#desktopFormWrapper{
+		font-family: neuzeit_grotesk,Helvetica,Arial,sans-serif !important;
+	}
+	#desktopFormWrapper div{
+		font-family: neuzeit_grotesk,Helvetica,Arial,sans-serif !important;
+	}
+	.button.secondary, input.secondary[type=submit] {
+		font-size: 1rem !important;
+		font-family: neuzeit_grotesk,Helvetica,Arial,sans-serif !important;
+	}
+	.button.secondary:disabled, input.secondary[disabled][type=submit] {
+	    opacity: .25;
+	    cursor: not-allowed;
+	}
+	.welcomeHeader {
+		display: flex;
+		justify-content: space-between;
+		padding-top: 0;
+		padding-right: 0;
+		padding-bottom: 0;
+		padding-left: 2.75rem;
+		height:2.5rem;
+		color:#fff;
+	}
+	#headerContentWrap2 {
+	    align-items: center;
+	    display: flex;
+	    justify-content:flex-end;
+	    font-family: neuzeit_grotesk,Helvetica,Arial,sans-serif !important;
+	}
+	.header-nav .select2-wrap {
+	    flex: 1 1 auto
+	}
+	.flex-child-auto {
+	    -webkit-box-flex: 1;
+	    flex: 1 1 auto
+	}
+	#headerContentWrap2.shade4 {
+	    padding-bottom: 0 !important;
+	    background:none !important;
+	    border:none !important;
+	}
+	.pvtabsanchor {
+	    padding: .0rem 0rem !important;
+	    font-size: .9rem;
+	}
+	.logout-btn{
+		background: #2f6da8 !important;
+	    line-height: 40px;
+	    padding:0px 18px 0px 48px !important;
+	    margin-left: 15px;
+	    position: relative;
+	}
+	.logout-btn svg{
+		stroke: #fff;
+	    stroke-width: 1.5px;
+	    width: 22px !important;
+	    top: 10px !important;
+	    position: absolute !important;
+	    left: 16px;
+	}
+	.schemeForm {
+	    justify-content: center;
+	}
+	.schemeForm:nth-child(2) {
+	  display:none !important;
+	}
+@media screen and (max-width: 63.99875em) {
+	.collapse {
+    	display: block;
+	}
+    .header__mobile-link {
+        align-items: center;
+        border-left: .0625rem solid #dcdee1;
+        display: flex;
+        flex-direction: column;
+        height: 4.75rem;
+        justify-content: center;
+        width: 4.75rem;
+        border-radius: 0;
+        -webkit-appearance: none;
+        background: #fff;
+        border: none;
+        border-left: .0625rem solid #dcdee1
+    }
+     .header__mobile-link-icon {
+        display: flex;
+		justify-content: center;
+        height: 1.25rem;
+        position: relative;
+        width: 1.25rem;
+        margin-top: 10px !important;
+    }
+    .header__mobile-link-label {
+        color: #313740;
+        font-size: .9rem;
+        margin-top: .3125rem
+    }
+	 .header__mobile-link-menu-icon {
+       height: 1.25rem;
+        position: relative;
+		 text-align: center;
+    }
+     .fil-header .nav-bar .menu-toggle .show-for-small-medium-only span{
+         margin-top: -2px;
+     }
+     .fil-header .nav-bar .menu-toggle .menu-closed span.fil-icon:after {
+    	font-size: 28px !important;
+    	color: #000;;
+	}
+    .fil-header .nav-bar .menu-toggle .menu-closed span.fil-icon {
+    	margin-top: -10px;
+    	margin-bottom: 3px;
+	}
+	.fil-header .nav-bar .menu-toggle .menu-open span{
+    	color: #414956;
+	}
+	.fil-header .nav-bar .menu-toggle .menu-closed span{
+    	color: #414956;
+	}
+	.fil-header .nav-bar .menu-toggle .menu-open span.fil-icon:after {
+    	font-size: 18px !important;
+    	color: #000;
+	}
+    .fil-header .nav-bar .menu-toggle .menu-open span.fil-icon {
+    	margin-top: -2.5px;
+    	margin-bottom: 7.5px
+	}
+	
+	.mobile-user-actions__scheme-form label {
+    	color: #101215 !important;
+	}
+	.select2-selection__rendered {
+    	width: 13rem !important;
+	}
+	.button.secondary, .secondary.submitbutton, input.secondary[type=submit] {
+    	background: #101215 !important;
+    	color: #fff !important;
+	}
+	
+	.fil-header .nav-bar .menu-toggle.notification-icon{
+		border-left: none;
+	}
+	.fil-header .nav-bar .menu-toggle.notification-icon a{
+		display:none !important;
+	}
+	.envStick {
+
+	   display:none;
+	}
+	
+}
+@media print, screen and (min-width: 64em) {
+	#headerlogolink {
+	    margin: 0 !important;
+	    height: 3.5625rem !important;
+	}
+	.pvtabs a {
+    color: #fefefe !important;
+    }
+}
+</style>
+
+<header class="welcomeHeader header-nav show-for-large pvtabs">
+  
+
+	   <div id="headerContentWrap2" class="flex-child-auto isAdmin shade4">
+	
+				<span class="pvtabsanchor show-for-large pipe"></span>
+            
+                
+                    <a class="pvtabsanchor" target="_new" href="/planviewer/DisplayFlatSite.action?flatSiteType=contactus" id="bannerText">Contact us</a>
+                    <span class="pvtabsanchor show-for-large pipe">|</span>
+					<a class="pvtabsanchor" target="_new" href="/planviewer/DisplayFlatSite.action?flatSiteType=help"> Help</a>
+                
+                
+
+                
+                      <a tabindex="0" role="link" href="#" onclick="logoutPostCall()" class="pvtabsanchor logout-btn header__mobile-link">
+                           <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" class="fil-icon" fill="none" stroke="currentcolor"><path d="M7.49999998,12.004 L23.25,12.004 M19.5,15.754 L23.25,12.004 L19.5,8.25399998 M15.75,16.5 L15.75,21 C15.785659,21.7901885 15.1760119,22.4606216 14.386,22.5 L2.613,22.5 C1.82338542,22.4600911 1.21433015,21.7898175 1.25,21 L1.25,2.99999996 C1.21377254,2.20998148 1.82313204,1.53937307 2.613,1.49999996 L14.386,1.49999996 C15.1760119,1.53937842 15.785659,2.2098115 15.75,2.99999996 L15.75,7.49999996"></path></svg>
+                           <span class="pvtabsanchor ">Log out</span></a>
+                 
+            
+        
+
+        
+    </div>
+</header>
+
+
+<!-- -->
+<header class="siteHeader header-nav">
+    <div id="headerContentWrap" class="flex-child-auto show-for-large">
+        <div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div>
+    </div>
+
+    <div>
+
+                
+				    
+						<input type="hidden" id="schemeCodeMobileForNull" value="601346">
+						<input type="hidden" id="schemeNameMobile" value="Meta UK Retirement Plan">
+					
+					<input type="hidden" id="schemeCodeMobileForNotNull" value="601346">
+					<input type="hidden" id="isMember" value="TRUE">
+				
+
+        <div class="float-right show-for-large" id="desktopFormWrapper">
+            
+                
+                    
+
+
+
+                
+            
+        <form id="schemeForm" name="selectSchemeForm" action="/planviewer/SelectInitialScheme.action" method="post" class="schemeForm">
+                        <input type="hidden" name="Tab" value="207">
+                        
+                            
+                        
+                        <label for="selectedScheme">
+                            <strong>
+                                Plan:
+                            </strong>
+                        </label>
+                        <div class="flex-container align-center">
+                            <div class="select2-wrap">
+								
+								
+											Meta UK Retirement Plan
+								
+							</div>
+                            <div>
+                            </div>
+                        </div>
+                    </form></div>
+    </div>
+</header>
+
+
+
+
+ 	 
+
+                
+				    
+						<input type="hidden" id="schemeCodeMobileForNull" value="601346">
+						<input type="hidden" id="schemeNameMobile" value="Meta UK Retirement Plan">
+					
+					<input type="hidden" id="schemeCodeMobileForNotNull" value="601346">
+					<input type="hidden" id="isMember" value="TRUE">
+				
+
+
+<nav id="entitlementMenuView" class="navbar-default header-nav"><div class="grid-x eu remove-filter"><main class="home cell auto"><header class="fil-header main-header "><div class="nav-bar wfb-nav grid-x"><div class="logo-container cell  auto hide-for-large"><div class="fil-header__logo-container"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div></div> <div id="alertandnotificationMobile" class="menu-toggle  cell hide-for-large notification-icon"><a class="show-for-small-medium-only"><span class="header__mobile-link-icon show-for-small-medium-only"><fil-icon size="24" icon="alarm-bell" color="brand-black"></fil-icon></span></a></div><div class="menu-toggle  cell hide-for-large"><a onclick="logoutPostCall()" class="show-for-small-medium-only"><fil-icon size="24" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a></div><div class="menu-toggle cell hide-for-large" onclick="return openHamburgerMenu(this);"><div class="menu-closed"><span class="fil-icon fil-icon-menu-burger"></span><span>Menu</span></div><div class="menu-open"><span class="fil-icon fil-icon-cross-regular"></span><span>Close</span> </div></div> <div class="main-menu-inner cell small-12 medium-12 large-12" role="menubar"><div class="menu grid-x align-center" role="menu"><div class="main-menu-nav-scheme  cell shrink tier-one-wrapper" style="display: flex;justify-content: center; background-color: #696969;"><div class="mobile-user-actions__scheme-form hide-for-large" id="mobileFormWrapper"><form id="schemeForm" name="selectSchemeForm" action="/planviewer/SelectInitialScheme.action" method="post" class="schemeForm"><input type="hidden" name="Tab" value="207"><div class="flex-container align-center"><div class="select2-wrap" "=""><label for="selectedScheme" style="margin:10px;font-size: 0.975rem ! important;color: white ! important;">Meta UK Retirement Plan</label><span class="select2-selection__arrow" role="presentation"><b role="presentation"></b></span><span class="dropdown-wrapper" aria-hidden="true"></span></div><div></div></div></form></div></div><div class="main-menu-nav menuClass cell shrink tier-one-wrapper" role="presentation"><a class="tier-one None no-children" role="menuitem" aria-label="Home" href="/planviewer/DisplayNavHome.action" target="_self" data-di-id="di-id-d0926baf-4e90e99e"> Home </a> <div class="backdrop"></div></div><div class="main-menu-nav menuClass cell shrink tier-one-wrapper" role="presentation"> <a class="tier-one None hasChildren" tabindex="0" data-di-id="di-id-37f2f16f-32f785ba" role="menuitem" aria-label="Plan information" aria-haspopup="true" aria-expanded="false">Plan information <span class="show-for-large fil-icon fil-icon-chevron-d-regular" onclick="return expandMenuSectionObjectChevron(this)"></span> </a><div class="megamenu megamenu-resp grid-container d-none-large" role="menu"> <div class="grid-x grid-x-resp"><div class="grid-x grid-x-resp cell show-for-large large-3  meta"><div class="cell show-for-large large-1 "></div><div class="cell show-for-large large-9 megamenutitle" style="display: flex !important;align-items: center;justify-content:flex-start"><span class="megamenuhead-resp">Plan information</span></div><div class="cell show-for-large large-2 "></div></div><div class="cell small-12 large-9 tier-two-wrapper "> <div class="tier-two grid-x"> <div class="cell small-12 medium-12 large-5 category category-resp category-resp-bottom-margin"> <div class="megamenusubmenu-resp category-header show-for-large">Plan details<span class="hide-for-large fil-icon fil-icon-arrow-r-light"></span></div><div class="megamenusubmenu-resp category-header hide-for-large " onclick="return openSubMenusMobile(this);">Plan details<span class="hide-for-large fil-icon fil-icon-arrow-r-light" style="color: #ffffff;"></span></div><div class="category-body" role="presentation"> <div class="hide-for-large"> <header class="siteHeader header-nav"><div id="mobileheaderContentWrap" class="headerContentWrap flex-child-auto"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div><div><nav id="headerNav" class="align-bottom"><a onclick="logoutPostCall()" class=" show-for-small-medium-only" id="logoutIconMobile"><fil-icon size="16" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a><button type="button" class="header__mobile-link mobile-nav-toggle show-for-small-medium-only" aria-label="Toggle navigation menu"><span class="header__mobile-link-label " onclick="return closeSubMenusMobileFromCloseButton(this);"><fil-icon size="20" icon="close"></fil-icon></span><span class="header__mobile-link-label " style="font-size: 14px;color: #414956;">Close</span></button></nav></div></header></div><a href="javascript:void(0);" title="Go back" aria-label="Go back" class="category-body-return hide-for-large" data-di-id="di-id-e9355800-8c2c231c"><span class="fil-icon fil-icon-arrow-l-light"></span>Back</a> <h6 class="category-header hide-for-large">Plan details</h6> <hr class="hr-nonresp show-for-large"><a href="https://pv.planviewer.fidelity.co.uk/mi/my-investments?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-83dc2752-c1274a8" role="menuitem">View your investments</a><a href="/planviewer/DisplayMyPlanMemberSummary.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Plan overview</a><a href="/planviewer/DisplayMyPlanYearlySummary.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Check plan performance</a><a href="/planviewer/DisplayMyPlanMemberTransHist.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Transactions and contributions</a><div class="backdrop-test"></div></div></div><div class="cell small-12 medium-12 large-5 category category-resp category-resp-bottom-margin"> <div class="megamenusubmenu-resp category-header show-for-large">Documents<span class="hide-for-large fil-icon fil-icon-arrow-r-light"></span></div><div class="megamenusubmenu-resp category-header hide-for-large " onclick="return openSubMenusMobile(this);">Documents<span class="hide-for-large fil-icon fil-icon-arrow-r-light" style="color: #ffffff;"></span></div><div class="category-body" role="presentation"><div class="hide-for-large"> <header class="siteHeader header-nav"><div id="mobileheaderContentWrap" class="headerContentWrap flex-child-auto"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div><div><nav id="headerNav" class="align-bottom"><a onclick="logoutPostCall()" class=" show-for-small-medium-only" id="logoutIconMobile"><fil-icon size="16" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a><button type="button" class="header__mobile-link mobile-nav-toggle show-for-small-medium-only" aria-label="Toggle navigation menu"><span class="header__mobile-link-label " onclick="return closeSubMenusMobileFromCloseButton(this);"><fil-icon size="20" icon="close"></fil-icon></span><span class="header__mobile-link-label " style="font-size: 14px;color: #414956;">Close</span></button></nav></div></header></div> <a href="javascript:void(0);" title="Go back" aria-label="Go back" class="category-body-return hide-for-large" data-di-id="di-id-e9355800-8c2c231c"><span class="fil-icon fil-icon-arrow-l-light"></span>Back</a> <h6 class="category-header hide-for-large">Documents</h6> <hr class="hr-nonresp show-for-large"><a href="https://pv.planviewer.fidelity.co.uk/md/my-documents?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-83dc2752-c1274a8" role="menuitem">View your documents</a><a href="https://pv.planviewer.fidelity.co.uk/fd/forms-documents?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Plan forms and literature</a><a href="/planviewer/DisplayMyPlanMemberStatement.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Create custom statements</a><div class="backdrop-test"></div></div></div></div></div></div></div><div class="backdrop" onclick="return closeMegaMenu()" ;=""></div></div><div class="main-menu-nav menuClass cell shrink tier-one-wrapper" role="presentation"> <a class="tier-one None hasChildren" tabindex="0" data-di-id="di-id-37f2f16f-32f785ba" role="menuitem" aria-label="Manage my plan" aria-haspopup="true" aria-expanded="false">Manage my plan <span class="show-for-large fil-icon fil-icon-chevron-d-regular" onclick="return expandMenuSectionObjectChevron(this)"></span> </a><div class="megamenu megamenu-resp grid-container d-none-large" role="menu"> <div class="grid-x grid-x-resp"><div class="grid-x grid-x-resp cell show-for-large large-3  meta"><div class="cell show-for-large large-1 "></div><div class="cell show-for-large large-9 megamenutitle" style="display: flex !important;align-items: center;justify-content:flex-start"><span class="megamenuhead-resp">Manage my plan</span></div><div class="cell show-for-large large-2 "></div></div><div class="cell small-12 large-9 tier-two-wrapper "> <div class="tier-two grid-x"> <div class="cell small-12 medium-12 large-5 category category-resp category-resp-bottom-margin"> <div class="megamenusubmenu-resp category-header show-for-large">I want to...<span class="hide-for-large fil-icon fil-icon-arrow-r-light"></span></div><div class="megamenusubmenu-resp category-header hide-for-large " onclick="return openSubMenusMobile(this);">I want to...<span class="hide-for-large fil-icon fil-icon-arrow-r-light" style="color: #ffffff;"></span></div><div class="category-body" role="presentation"> <div class="hide-for-large"> <header class="siteHeader header-nav"><div id="mobileheaderContentWrap" class="headerContentWrap flex-child-auto"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div><div><nav id="headerNav" class="align-bottom"><a onclick="logoutPostCall()" class=" show-for-small-medium-only" id="logoutIconMobile"><fil-icon size="16" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a><button type="button" class="header__mobile-link mobile-nav-toggle show-for-small-medium-only" aria-label="Toggle navigation menu"><span class="header__mobile-link-label " onclick="return closeSubMenusMobileFromCloseButton(this);"><fil-icon size="20" icon="close"></fil-icon></span><span class="header__mobile-link-label " style="font-size: 14px;color: #414956;">Close</span></button></nav></div></header></div><a href="javascript:void(0);" title="Go back" aria-label="Go back" class="category-body-return hide-for-large" data-di-id="di-id-e9355800-8c2c231c"><span class="fil-icon fil-icon-arrow-l-light"></span>Back</a> <h6 class="category-header hide-for-large">I want to...</h6> <hr class="hr-nonresp show-for-large"><a href="https://pv.planviewer.fidelity.co.uk/ci/change-investments?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-83dc2752-c1274a8" role="menuitem">Change investments</a><a href="/planviewer/DisplayTransferIn.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Transfer other pension to Fidelity</a><a href="/planviewer/DisplayMemberOptOut.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Opt out of plan</a><a href="https://pv.planviewer.fidelity.co.uk/eow/update-beneficiaries?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Manage beneficiaries</a><a href="https://pv.planviewer.fidelity.co.uk/rmt/master-trust?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Withdraw my pension</a><div class="backdrop-test"></div></div></div><div class="cell small-12 medium-12 large-5 category category-resp category-resp-bottom-margin"> <div class="megamenusubmenu-resp category-header show-for-large">Investment options<span class="hide-for-large fil-icon fil-icon-arrow-r-light"></span></div><div class="megamenusubmenu-resp category-header hide-for-large " onclick="return openSubMenusMobile(this);">Investment options<span class="hide-for-large fil-icon fil-icon-arrow-r-light" style="color: #ffffff;"></span></div><div class="category-body" role="presentation"><div class="hide-for-large"> <header class="siteHeader header-nav"><div id="mobileheaderContentWrap" class="headerContentWrap flex-child-auto"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div><div><nav id="headerNav" class="align-bottom"><a onclick="logoutPostCall()" class=" show-for-small-medium-only" id="logoutIconMobile"><fil-icon size="16" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a><button type="button" class="header__mobile-link mobile-nav-toggle show-for-small-medium-only" aria-label="Toggle navigation menu"><span class="header__mobile-link-label " onclick="return closeSubMenusMobileFromCloseButton(this);"><fil-icon size="20" icon="close"></fil-icon></span><span class="header__mobile-link-label " style="font-size: 14px;color: #414956;">Close</span></button></nav></div></header></div> <a href="javascript:void(0);" title="Go back" aria-label="Go back" class="category-body-return hide-for-large" data-di-id="di-id-e9355800-8c2c231c"><span class="fil-icon fil-icon-arrow-l-light"></span>Back</a> <h6 class="category-header hide-for-large">Investment options</h6> <hr class="hr-nonresp show-for-large"><a href="/planviewer/DisplayMyPlanMemberFundPrices.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-83dc2752-c1274a8" role="menuitem">Explore funds and prices</a><a href="/planviewer/DisplayMemberChartAndCompareTool.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Compare funds performance</a><a href="https://retirement.fidelity.co.uk/grow-and-manage-your-pension/investing-basics/" class="tier-three-link tier-three-link-cutom " target="_blank" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Investing basics</a><div class="backdrop-test"></div></div></div></div></div></div></div><div class="backdrop" onclick="return closeMegaMenu()" ;=""></div></div><div class="main-menu-nav menuClass cell shrink tier-one-wrapper" role="presentation"> <a class="tier-one None hasChildren" tabindex="0" data-di-id="di-id-37f2f16f-32f785ba" role="menuitem" aria-label="Planning my retirement" aria-haspopup="true" aria-expanded="false">Planning my retirement <span class="show-for-large fil-icon fil-icon-chevron-d-regular" onclick="return expandMenuSectionObjectChevron(this)"></span> </a><div class="megamenu megamenu-resp grid-container d-none-large" role="menu"> <div class="grid-x grid-x-resp"><div class="grid-x grid-x-resp cell show-for-large large-3  meta"><div class="cell show-for-large large-1 "></div><div class="cell show-for-large large-9 megamenutitle" style="display: flex !important;align-items: center;justify-content:flex-start"><span class="megamenuhead-resp">Planning my retirement</span></div><div class="cell show-for-large large-2 "></div></div><div class="cell small-12 large-9 tier-two-wrapper "> <div class="tier-two grid-x"> <div class="cell small-12 medium-12 large-5 category category-resp category-resp-bottom-margin"> <div class="megamenusubmenu-resp category-header show-for-large">Guidance<span class="hide-for-large fil-icon fil-icon-arrow-r-light"></span></div><div class="megamenusubmenu-resp category-header hide-for-large " onclick="return openSubMenusMobile(this);">Guidance<span class="hide-for-large fil-icon fil-icon-arrow-r-light" style="color: #ffffff;"></span></div><div class="category-body" role="presentation"> <div class="hide-for-large"> <header class="siteHeader header-nav"><div id="mobileheaderContentWrap" class="headerContentWrap flex-child-auto"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div><div><nav id="headerNav" class="align-bottom"><a onclick="logoutPostCall()" class=" show-for-small-medium-only" id="logoutIconMobile"><fil-icon size="16" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a><button type="button" class="header__mobile-link mobile-nav-toggle show-for-small-medium-only" aria-label="Toggle navigation menu"><span class="header__mobile-link-label " onclick="return closeSubMenusMobileFromCloseButton(this);"><fil-icon size="20" icon="close"></fil-icon></span><span class="header__mobile-link-label " style="font-size: 14px;color: #414956;">Close</span></button></nav></div></header></div><a href="javascript:void(0);" title="Go back" aria-label="Go back" class="category-body-return hide-for-large" data-di-id="di-id-e9355800-8c2c231c"><span class="fil-icon fil-icon-arrow-l-light"></span>Back</a> <h6 class="category-header hide-for-large">Guidance</h6> <hr class="hr-nonresp show-for-large"><a href="https://pv.planviewer.fidelity.co.uk/rmt/master-trust?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-83dc2752-c1274a8" role="menuitem">Plan your retirement income</a><a href="https://retirement.fidelity.co.uk/grow-and-manage-your-pension/pension-allowances-tax-benefits" class="tier-three-link tier-three-link-cutom " target="_blank" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Pension tax guides</a><a href="https://retirement.fidelity.co.uk/retirement-budget-calculator/" class="tier-three-link tier-three-link-cutom " target="_blank" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Budget for your retirement</a><a href="https://retirement.fidelity.co.uk/access-your-pension/investing-in-retirement" class="tier-three-link tier-three-link-cutom " target="_blank" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Investing in retirement</a><div class="backdrop-test"></div></div></div><div class="cell small-12 medium-12 large-5 category category-resp category-resp-bottom-margin"> <div class="megamenusubmenu-resp category-header show-for-large">Tools<span class="hide-for-large fil-icon fil-icon-arrow-r-light"></span></div><div class="megamenusubmenu-resp category-header hide-for-large " onclick="return openSubMenusMobile(this);">Tools<span class="hide-for-large fil-icon fil-icon-arrow-r-light" style="color: #ffffff;"></span></div><div class="category-body" role="presentation"><div class="hide-for-large"> <header class="siteHeader header-nav"><div id="mobileheaderContentWrap" class="headerContentWrap flex-child-auto"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div><div><nav id="headerNav" class="align-bottom"><a onclick="logoutPostCall()" class=" show-for-small-medium-only" id="logoutIconMobile"><fil-icon size="16" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a><button type="button" class="header__mobile-link mobile-nav-toggle show-for-small-medium-only" aria-label="Toggle navigation menu"><span class="header__mobile-link-label " onclick="return closeSubMenusMobileFromCloseButton(this);"><fil-icon size="20" icon="close"></fil-icon></span><span class="header__mobile-link-label " style="font-size: 14px;color: #414956;">Close</span></button></nav></div></header></div> <a href="javascript:void(0);" title="Go back" aria-label="Go back" class="category-body-return hide-for-large" data-di-id="di-id-e9355800-8c2c231c"><span class="fil-icon fil-icon-arrow-l-light"></span>Back</a> <h6 class="category-header hide-for-large">Tools</h6> <hr class="hr-nonresp show-for-large"><a href="https://retirement.fidelity.co.uk/retirement-calculator/" class="tier-three-link tier-three-link-cutom " target="_blank" data-di-id="di-id-83dc2752-c1274a8" role="menuitem">Check if you're on track</a><a href="https://retirement.fidelity.co.uk/posa" class="tier-three-link tier-three-link-cutom " target="_blank" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">View impact of saving a bit extra</a><a href="https://fil.fidelityglobalfinancialwellness.com/en/landing-page" class="tier-three-link tier-three-link-cutom " target="_blank" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Get your financial wellness score</a><a href="https://retirement.fidelity.co.uk/pension-tax-calculator/" class="tier-three-link tier-three-link-cutom " target="_blank" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Calculate withdrawal tax</a><div class="backdrop-test"></div></div></div></div></div></div></div><div class="backdrop" onclick="return closeMegaMenu()" ;=""></div></div><div class="main-menu-nav menuClass cell shrink tier-one-wrapper" role="presentation"> <a class="tier-one None hasChildren" tabindex="0" data-di-id="di-id-37f2f16f-32f785ba" role="menuitem" aria-label="My profile" aria-haspopup="true" aria-expanded="false">My profile <span class="show-for-large fil-icon fil-icon-chevron-d-regular" onclick="return expandMenuSectionObjectChevron(this)"></span> </a><div class="megamenu megamenu-resp grid-container d-none-large" role="menu"> <div class="grid-x grid-x-resp"><div class="grid-x grid-x-resp cell show-for-large large-3  meta"><div class="cell show-for-large large-1 "></div><div class="cell show-for-large large-9 megamenutitle" style="display: flex !important;align-items: center;justify-content:flex-start"><span class="megamenuhead-resp">My profile</span></div><div class="cell show-for-large large-2 "></div></div><div class="cell small-12 large-9 tier-two-wrapper "> <div class="tier-two grid-x"> <div class="cell small-12 medium-12 large-5 category category-resp category-resp-bottom-margin"> <div class="megamenusubmenu-resp category-header show-for-large">About you<span class="hide-for-large fil-icon fil-icon-arrow-r-light"></span></div><div class="megamenusubmenu-resp category-header hide-for-large " onclick="return openSubMenusMobile(this);">About you<span class="hide-for-large fil-icon fil-icon-arrow-r-light" style="color: #ffffff;"></span></div><div class="category-body" role="presentation"> <div class="hide-for-large"> <header class="siteHeader header-nav"><div id="mobileheaderContentWrap" class="headerContentWrap flex-child-auto"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div><div><nav id="headerNav" class="align-bottom"><a onclick="logoutPostCall()" class=" show-for-small-medium-only" id="logoutIconMobile"><fil-icon size="16" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a><button type="button" class="header__mobile-link mobile-nav-toggle show-for-small-medium-only" aria-label="Toggle navigation menu"><span class="header__mobile-link-label " onclick="return closeSubMenusMobileFromCloseButton(this);"><fil-icon size="20" icon="close"></fil-icon></span><span class="header__mobile-link-label " style="font-size: 14px;color: #414956;">Close</span></button></nav></div></header></div><a href="javascript:void(0);" title="Go back" aria-label="Go back" class="category-body-return hide-for-large" data-di-id="di-id-e9355800-8c2c231c"><span class="fil-icon fil-icon-arrow-l-light"></span>Back</a> <h6 class="category-header hide-for-large">About you</h6> <hr class="hr-nonresp show-for-large"><a href="/planviewer/DisplayMyProfileMemberPersonalInfo.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-83dc2752-c1274a8" role="menuitem">Personal information</a><a href="/planviewer/DisplayMyProfileMemberChangeAddressForm.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Change your retirement age</a><a href="https://pv.planviewer.fidelity.co.uk/eow/update-beneficiaries?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Your beneficiaries</a><div class="backdrop-test"></div></div></div><div class="cell small-12 medium-12 large-5 category category-resp category-resp-bottom-margin"> <div class="megamenusubmenu-resp category-header show-for-large">Account<span class="hide-for-large fil-icon fil-icon-arrow-r-light"></span></div><div class="megamenusubmenu-resp category-header hide-for-large " onclick="return openSubMenusMobile(this);">Account<span class="hide-for-large fil-icon fil-icon-arrow-r-light" style="color: #ffffff;"></span></div><div class="category-body" role="presentation"><div class="hide-for-large"> <header class="siteHeader header-nav"><div id="mobileheaderContentWrap" class="headerContentWrap flex-child-auto"><div id="headerlogolink" role="banner" aria-label="Scheme Logo"></div></div><div><nav id="headerNav" class="align-bottom"><a onclick="logoutPostCall()" class=" show-for-small-medium-only" id="logoutIconMobile"><fil-icon size="16" icon="logout-1" color="brand-black"></fil-icon><span style="font-size: 14px;color: #414956;"> Log out </span></a><button type="button" class="header__mobile-link mobile-nav-toggle show-for-small-medium-only" aria-label="Toggle navigation menu"><span class="header__mobile-link-label " onclick="return closeSubMenusMobileFromCloseButton(this);"><fil-icon size="20" icon="close"></fil-icon></span><span class="header__mobile-link-label " style="font-size: 14px;color: #414956;">Close</span></button></nav></div></header></div> <a href="javascript:void(0);" title="Go back" aria-label="Go back" class="category-body-return hide-for-large" data-di-id="di-id-e9355800-8c2c231c"><span class="fil-icon fil-icon-arrow-l-light"></span>Back</a> <h6 class="category-header hide-for-large">Account</h6> <hr class="hr-nonresp show-for-large"><a href="/planviewer/DisplayMyProfileMemberChangePIN.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-83dc2752-c1274a8" role="menuitem">Change password</a><a href="/planviewer/DisplaySecurityQuestion.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Change security questions</a><a href="https://pv.planviewer.fidelity.co.uk/cp/communication-preferences?externalUrl=fil" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Update communication preferences</a><a href="/planviewer/DisplayMyProfileMemberReportingCurrency.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Switch currency on your plan</a><a href="/planviewer/DisplayPlanMessages.action" class="tier-three-link tier-three-link-cutom " target="_self" data-di-id="di-id-96851ed9-d0a4f054" role="menuitem">Account notifications</a><div class="backdrop-test"></div></div></div></div></div></div></div><div class="backdrop" onclick="return closeMegaMenu()" ;=""></div></div></div> <div class="global-section hide-for-large menuClass main-menu-nav" id="globalSection" data-toggler=".revealed" data-n="vkiyjm-n" style="display: block;"><div class="grid-x"><div class="cell small-12 large-9 text-right wfb-nav small-order-1 medium-order-1 large-order-2"><a class="link" target="_new" href="/planviewer/DisplayFlatSite.action?flatSiteType=contactus" style="background-color: #32373F;font-size: 1.125rem;">Contact us</a><a class="link globalNavLink" target="_new" href="/planviewer/DisplayFlatSite.action?flatSiteType=help" style="background-color: #32373F;font-size: 1.125rem; ">Help</a></div></div></div></div><div class="darkdrop"></div></div></header></main></div><div id="main-content"></div></nav>
+
+
+<script type="text/javascript">
+$(document).ready(function () {
+	var contextPath = '/planviewer';
+	var entitlementUrl=contextPath + "/DisplaySalarySacrificeEntitlement.action";
+	 
+	 function invokeEntitlementAPI(errorCallCount) {
+		$.ajax(entitlementUrl, {
+		type: 'GET',
+		timeout: 10000,
+		xhrFields: { withCredentials: true },
+		cache: false,
+		beforeSend: function () {
+		},
+		success: function (response, status) {
+		
+		if(response.menuLinksInfo != null){
+			var schemeCodeMobile,schemeNameMobile,isMember=null;
+			if($("#schemeCodeMobileForNull")!=null)
+				schemeCodeMobile=$("#schemeCodeMobileForNull").val();
+					if($("#schemeNameMobile")!=null)
+				schemeNameMobile=$("#schemeNameMobile").val();
+					if($("#schemeCodeMobileForNotNull")!=null)
+					{
+						if($("#schemeCodeMobileForNotNull").val()!=null)
+						{
+							schemeCodeMobile=$("#schemeCodeMobileForNotNull").val();
+						}
+					}
+					if($("#isMember")!=null)
+						isMember=$("#isMember").val();
+				$("#entitlementMenuView").append(displayMenusFromEntitlement(response.menuLinksInfo,schemeCodeMobile,schemeNameMobile,isMember));
+		}
+		
+		},
+		error: function (jqXhr, textStatus, errorMessage) {
+		if (errorCallCount < 2) {
+	            setTimeout(function () {
+	            	invokeEntitlementAPI(errorCallCount);
+	            }, 10000);
+	        errorCallCount++;
+	      }
+		else {
+			window.location.replace("DisplayEntitlementError.action");
+		}
+
+		}
+		});
+		}
+	 
+	 var retry = 0;
+	 invokeEntitlementAPI(retry);
+}) 
+</script>
+  
+		 
+		
+	
+	
+	
+		
+		
+		
+			<!-- Isn't admin -->
+			<main class="display-block large-padding-horizontal-2 large-padding-vertical-1 medium-padding-horizontal-075 padding-050">
+		
+	
+
+
+
+
+	
+
+	
+	
+	
+	
+
+	<script language="JavaScript">
+	<!--
+		function toggleMenu(menuHeadingTagId, menuTagId) {
+			var menuHeadingTag = getTagById(menuHeadingTagId);
+			var menuTag = getTagById(menuTagId);
+			if (menuTag.style.display == "" || menuTag.style.display == "none") {
+				menuTag.style.display = "block";
+				menuHeadingTag.className = "menuexpanded";
+			}
+		}
+	//-->
+	</script>
+
+<!--	<div id="sideNav" class="ofToc">-->
+
+ 
+
+
+
+
+		<div class="printscheme">Meta UK Retirement Plan</div>
+		<div class="displayNone" id="schemeTypeCodeDiv">CIMP</div>
+
+
+
+
+
+
+
+
+
+<style>
+.tabbed-table-wrapper {
+    overflow-x: unset !important;
+}
+</style>
+
+<script type="text/javascript" src="/planviewer/javascript/strutsUpgradeUtils.js"></script>
+<script>
+	function NoOp() {
+		
+			document.forms.myPlanMemberTransHistForm.startDate.focus();
+		
+		
+	}
+
+	function popupWin(strUrl, strType, strOptions, strAnchor) {
+		var l_Url = ""+strUrl+"#"+strAnchor+"";
+		var l_Anchor = "anchor='" + strAnchor + "'";
+		popupWindow(strUrl, strType, strOptions);
+	}
+
+	function ShowMemberDetail(strMemberId, strQuery, strStartDate, strEndDate,
+			strTransactionType) {
+		var strUrl = '/planviewer/DisplayMyPlanMemberTransHist.action'
+				+ "?query=" + strQuery + "&startDate=" + strStartDate
+				+ "&endDate=" + strEndDate + "&membership=" + strMemberId
+				+ "&summary=Mbr&transactionType=" + strTransactionType;
+		popupWin(strUrl, 'summary', 'alwaysRaised', 'All Funds for the member');
+	}
+	function validateMyPlanMemberTransHistForm(form) { 
+    	var startDate=$('input[name="startDate"]').val();
+		var endDate=$('input[name="endDate"]').val();
+		var todayDate = "18 Apr 2026";
+    	$("input:hidden[name='todayDate']").val(todayDate);
+    	var bCancel = false;
+        if (bCancel) { 
+            return true; 
+        } else { 
+            var formValidationResult; 
+            formValidationResult = validateRequiredWithMessageExists(form,'endDate','To Date','', 'startDate', 'From Date', '')
+              && validatepvDate(form, 'endDate', 'To Date', 'startDate', 'From Date') 
+              && validateDateAfterWithoutRequiredFallOver(form);
+            if(formValidationResult==true) {
+            	startDate=formatPvDate(startDate,'startDate'); 
+        		endDate=formatPvDate(endDate,'endDate'); 
+            }
+            return (formValidationResult); 
+        } 
+    }
+	 function validateDateAfterWithoutRequiredFallOver(){
+			var i;
+			var alertString="";
+			var form=arguments[0];
+			var todaysDate=arguments[1];
+			var forms = [];
+			var endDateString= $('input[name="endDate"]').val();
+			var startDateString= $('input[name="startDate"]').val();
+			var todayDate = $('input[name="todayDate"]').val();
+			
+			var restoreEndDate = endDateString;
+			var restoreStartDate = startDateString;
+			
+			startDateString=getDateString(startDateString);
+			endDateString=getDateString(endDateString);
+			
+			var S = new Date(startDateString);
+			var T = new Date(todayDate);
+			var endDate = new Date(endDateString);
+			var startDate = new Date(startDateString);
+			
+					
+					if(endDate<S && endDate<T) {
+						alertString = "From Date must be equal to or before To Date.\n";
+					}
+					else if(endDate > T) {
+						alertString = alertString+ "To Date should not be a future date.\n";
+					}
+					else if(startDate > T) {
+						alertString = "From Date must be equal to or before To Date.\n";
+					}
+			if(alertString.length > 0){
+				alertString=alertString.substr(0,alertString.length-1);
+				alert(alertString);
+				formatPvDate(restoreStartDate,'startDate'); 
+				formatPvDate(restoreEndDate,'endDate'); 
+				return false;	
+			}
+			else{
+				return true;
+			}
+	  }
+    
+</script>
+
+<h1 class="border-bottom-1px-grey-100 padding-bottom-025">
+	Transaction history
+</h1>
+
+<p>
+    Recent transactions are shown by default but you can refine the date range using the filters. PlanViewer uses the most recent data prior to the date requested.
+</p>
+
+
+
+
+        
+<form id="DisplayMyPlanMemberTransHist" name="myPlanMemberTransHistForm" onsubmit="return validateMyPlanMemberTransHistForm(this)" action="DisplayMyPlanMemberTransHist.action" method="post">
+	<input type="hidden" name="todayDate" value="">
+	<input type="hidden" name="showSearchCriteriaMessage" value="false">
+
+	
+		<div class="grid-x grid-icon-container">
+			<div>
+				<span class="fil-icon fil-icon-print text-grey-500"></span>
+				<a href="#" id="DefaultFocusLink" title="View a Printer friendly version of the information" onclick="XBrowserPrint()">
+					Print Version
+				</a>
+			</div>
+
+			<div id="balances_refresh_download_icon">
+				<span class="fil-icon fil-icon-download text-grey-500"></span>
+				<a href="?download=csv&amp;showSearchCriteriaMessage=false&amp;startDate=01%20Jan%202018&amp;Tab=207&amp;todayDate=18%20Apr%202026&amp;endDate=18%20Apr%202026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;group=myplan.member.transhist.support" title="Download (.csv)">
+					Download (.csv)
+				</a>
+			</div>
+		</div>
+
+		
+
+		
+
+		
+		
+		
+
+		
+	
+	<div class="width699"><div class="refresh_IconContainerHook" style="text-align: right; margin-bottom: 10px; display: none;">
+<a class="refresh_DownloadCsvHook" href="?download=csv&amp;showSearchCriteriaMessage=false&amp;startDate=01%20Jan%202018&amp;Tab=207&amp;todayDate=18%20Apr%202026&amp;endDate=18%20Apr%202026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;group=myplan.member.transhist.support" title="Download the information in 'Comma Separated Values' format"><span class="fil-icon fil-icon-download"></span>Download</a> (.csv)</div>
+<div class="width100p  floatLeft"><div class="clear1em"></div><div class="align-center-middle border-bottom-1px-grey-100 flex-container tabs__wrapper"><strong class="flex-child-grow margin-right-1 tabs__intro">View by:</strong><ul class="tabs"><li class="tabs-title  is-active" role="presentation'"><a href="?Tab=207&amp;MenuItem=3040&amp;query=Statement" class="tab selected" title="View Transaction History By Date">Date</a>
+</li>
+<li class="tabs-title " role="presentation'"><a href="?Tab=207&amp;MenuItem=3040&amp;query=FundSummary" class="tab" title="View Transaction History By Fund">Fund</a>
+</li>
+<li class="tabs-title " role="presentation'"><a href="?Tab=207&amp;MenuItem=3040&amp;query=SrcSummary" class="tab" title="View Transaction History By Contribution Type">Contribution Type</a>
+</li>
+</ul>
+</div>
+<div class="table-search">
+
+			<div class="grid-x align-middle padding-1-rem">
+				<div class="cell shrink margin-right-15">
+					<label class="margin-bottom-10" for="startDate">From:</label>
+				</div>
+				<div class="cell small-12 medium-4 large-4 margin-right-15">	
+					<div class="date-picker">
+						<input type="text" value="01 Jan 2018" id="startDate" name="startDate" class="margin-bottom-10">
+						<a class="fil-icon fil-icon-calendar" href="javascript:showCalendar(document.myPlanMemberTransHistForm.startDate,&quot;dd MMM yyyy&quot; )">
+						</a>
+					</div>
+				</div>
+
+				<div class="cell shrink margin-right-15">
+					<label class="margin-bottom-10" for="endDate">To:</label>
+				</div>
+				<div class="cell small-12 medium-4 large-4 margin-right-15">	
+					<div class="date-picker">
+						<input type="text" value="18 Apr 2026" id="endDate" name="endDate" class="margin-bottom-10">
+						<a class="fil-icon fil-icon-calendar" href="javascript:showCalendar(document.myPlanMemberTransHistForm.endDate,&quot;dd MMM yyyy&quot; )">
+						</a>
+					</div>
+				</div>
+
+				<div class="cell small-12 medium-2 large-2">
+					<input class="button secondary margin-bottom-10" type="submit" value="View" accesskey="5">
+				</div>
+			</div>
+
+			<input type="hidden" name="Tab" value="207">
+			<input type="hidden" name="MenuItem" value="3040">
+			<input type="hidden" name="query" value="Statement">
+			<input type="hidden" name="advancedFilter" value="">		
+		</div>
+<div class="tabbed-table-wrapper">
+<table id="myplan_member_transhist_support" class="data databottomshaded datalargetopborder datatopshaded dataTable" summary="" cellspacing="0" width="100%">
+<thead>
+<tr class="sortable "><th scope="col" class="lt"><a href="/planviewer/DisplayMyPlanMemberTransHist.action?startDate=01+Jan+2018&amp;Tab=207&amp;sortclicked=true&amp;ascending=true&amp;MenuItem=3040&amp;query=Statement&amp;endDate=18+Apr+2026&amp;sortColumn=date" id="date" class="sortdescending sorting_desc selected">Date </a></th><th scope="col" class="lt"><a href="/planviewer/DisplayMyPlanMemberTransHist.action?startDate=01+Jan+2018&amp;Tab=207&amp;sortclicked=true&amp;MenuItem=3040&amp;query=Statement&amp;endDate=18+Apr+2026&amp;sortColumn=transactionType" id="transactionType" class="sortable sorting">Transaction Type </a></th><th scope="col" class="lt"><a href="/planviewer/DisplayMyPlanMemberTransHist.action?startDate=01+Jan+2018&amp;Tab=207&amp;sortclicked=true&amp;MenuItem=3040&amp;query=Statement&amp;endDate=18+Apr+2026&amp;sortColumn=numFunds" id="numFunds" class="sortable sorting">Funds </a></th><th scope="col" class="lt"><a href="/planviewer/DisplayMyPlanMemberTransHist.action?startDate=01+Jan+2018&amp;Tab=207&amp;sortclicked=true&amp;MenuItem=3040&amp;query=Statement&amp;endDate=18+Apr+2026&amp;sortColumn=numContributions" id="numContributions" class="sortable sorting">Contribution Types </a></th><th scope="col" class="lt"><a href="/planviewer/DisplayMyPlanMemberTransHist.action?startDate=01+Jan+2018&amp;Tab=207&amp;sortclicked=true&amp;MenuItem=3040&amp;query=Statement&amp;endDate=18+Apr+2026&amp;sortColumn=numUnits" id="numUnits" class="sortable sorting">Units/shares </a></th><th scope="col" class="lt"><a href="/planviewer/DisplayMyPlanMemberTransHist.action?startDate=01+Jan+2018&amp;Tab=207&amp;sortclicked=true&amp;MenuItem=3040&amp;query=Statement&amp;endDate=18+Apr+2026&amp;sortColumn=origPrice" id="origPrice" class="sortable sorting">Price </a></th><th scope="col" class="rt"><a href="/planviewer/DisplayMyPlanMemberTransHist.action?startDate=01+Jan+2018&amp;Tab=207&amp;sortclicked=true&amp;MenuItem=3040&amp;query=Statement&amp;endDate=18+Apr+2026&amp;sortColumn=originalAmountInSpecifiedCurrency" id="originalAmountInSpecifiedCurrency" class="sortable sorting">Transaction Amount </a></th></tr>
+</thead><tfoot>
+<tr class="total">
+		<th wrap="" class="lt ">-</th>
+		<th wrap="" class="lt ">4</th>
+		<th wrap="" class="lt ">5</th>
+		<th wrap="" class="lt ">4</th>
+		<th wrap="" class="lt ">-</th>
+		<th wrap="" class="lt ">-</th>
+		<th wrap="" class="rt ">£102,004.15</th>
+	</tr>
+<tr><td class="footerTopMargin" colspan="7"><a class="bulletlargeshade2" target="_blank" href="/planviewer/DisplayMyPlanMemberTransHistTransSummary.action?query=FundTrans&amp;startDate=01 Jan 2018&amp;endDate=18 Apr 2026&amp;summary=Date" onclick="javascript:popupWin('/planviewer/DisplayMyPlanMemberTransHistTransSummary.action?query=FundTrans&amp;startDate=01 Jan 2018&amp;endDate=18 Apr 2026&amp;summary=Date','summary','alwaysRaised','Transaction'); return false;">
+					Transactions by fund
+				</a>
+				&nbsp;|&nbsp;
+				<a class="bulletlargeshade2" target="_blank" href="/planviewer/DisplayMyPlanMemberTransHistTransSummary.action?query=SrcTrans&amp;startDate=01 Jan 2018&amp;endDate=18 Apr 2026&amp;summary=Date" onclick="javascript:popupWin('/planviewer/DisplayMyPlanMemberTransHistTransSummary.action?query=SrcTrans&amp;startDate=01 Jan 2018&amp;endDate=18 Apr 2026&amp;summary=Date','summary','alwaysRaised','Transaction'); return false;">
+					Transactions by contribution type
+				</a></td></tr></tfoot>
+<tbody id="tblbody_myplan_member_transhist_support">
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Apr 2026','16 Apr 2026','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/04/2026</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g41va"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g41va"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,546.02</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Mar 2026','16 Mar 2026','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/03/2026</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g31va"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g31va"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Feb 2026','16 Feb 2026','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/02/2026</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g21va"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g21va"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Jan 2026','16 Jan 2026','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/01/2026</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g11va"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g11va"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Dec 2025','16 Dec 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/12/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190gc1v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190gc1v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Nov 2025','17 Nov 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/11/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190hb1v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190hb1v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Oct 2025','16 Oct 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/10/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190ga1v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190ga1v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Sep 2025','16 Sep 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/09/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g91v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g91v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','18 Aug 2025','18 Aug 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;18/08/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190i81v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190i81v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','15 Jul 2025','15 Jul 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;15/07/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190f71v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190f71v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Jun 2025','16 Jun 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/06/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g61v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g61v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 May 2025','16 May 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/05/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g51v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g51v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','11 Apr 2025','11 Apr 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;11/04/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190b41v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190b41v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,500.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','11 Apr 2025','11 Apr 2025','11')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;11/04/2025</td>
+		<td wrap="" class="lt ">Single Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%21110b41v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%21110b41v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£26,969.00</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Mar 2025','17 Mar 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/03/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190h31v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190h31v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Feb 2025','17 Feb 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/02/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190h21v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190h21v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Jan 2025','16 Jan 2025','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/01/2025</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g11v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g11v9"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Dec 2024','16 Dec 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/12/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190gc1v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190gc1v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','15 Nov 2024','15 Nov 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;15/11/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190fb1v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190fb1v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','05 Nov 2024','05 Nov 2024','16')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;05/11/2024</td>
+		<td wrap="" class="lt ">Bulk Switch</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%211605b1v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%211605b1v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 3</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£0.00</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','15 Oct 2024','15 Oct 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;15/10/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190fa1v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190fa1v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','13 Sep 2024','13 Sep 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;13/09/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190d91v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190d91v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Aug 2024','16 Aug 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/08/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g81v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g81v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','12 Jul 2024','12 Jul 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;12/07/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190c71v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190c71v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','14 Jun 2024','14 Jun 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;14/06/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190e61v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190e61v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 May 2024','16 May 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/05/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g51v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g51v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Apr 2024','16 Apr 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/04/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g41v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g41v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,448.52</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','18 Mar 2024','18 Mar 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;18/03/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190i31v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190i31v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Feb 2024','16 Feb 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/02/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g21v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g21v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Jan 2024','16 Jan 2024','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/01/2024</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g11v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g11v8"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','28 Dec 2023','28 Dec 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;28/12/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190sc1v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190sc1v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Nov 2023','17 Nov 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/11/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190hb1v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190hb1v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Oct 2023','16 Oct 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/10/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190ga1v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190ga1v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','11 Oct 2023','11 Oct 2023','16')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;11/10/2023</td>
+		<td wrap="" class="lt ">Bulk Switch</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%21160ba1v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%21160ba1v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£0.00</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','15 Sep 2023','15 Sep 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;15/09/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190f91v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190f91v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 Aug 2023','16 Aug 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/08/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g81v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g81v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Jul 2023','17 Jul 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/07/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190h71v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190h71v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','14 Jun 2023','14 Jun 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;14/06/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190e61v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190e61v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 May 2023','17 May 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/05/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190h51v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190h51v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Apr 2023','17 Apr 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/04/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190h41v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190h41v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,387.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','15 Mar 2023','15 Mar 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;15/03/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190f31v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190f31v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,347.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','20 Feb 2023','20 Feb 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;20/02/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190k21v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190k21v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,347.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Jan 2023','17 Jan 2023','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/01/2023</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190h11v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190h11v7"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,347.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','13 Dec 2022','13 Dec 2022','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;13/12/2022</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190dc1v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190dc1v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,347.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Nov 2022','17 Nov 2022','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/11/2022</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190hb1v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190hb1v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,347.50</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Oct 2022','17 Oct 2022','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/10/2022</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190ha1v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190ha1v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,347.50</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','20 Sep 2022','20 Sep 2022','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;20/09/2022</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190k91v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190k91v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,099.60</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','22 Aug 2022','22 Aug 2022','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;22/08/2022</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190m81v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190m81v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,099.60</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','19 Jul 2022','19 Jul 2022','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;19/07/2022</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190j71v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190j71v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,099.60</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','15 Jul 2022','15 Jul 2022','24')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;15/07/2022</td>
+		<td wrap="" class="lt ">Investment Management Rebate</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%21240f71v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%21240f71v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£6.68</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','20 Jun 2022','20 Jun 2022','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;20/06/2022</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190k61v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190k61v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£1,099.60</td>
+	</tr>
+	<tr class="even">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','17 Jun 2022','17 Jun 2022','11')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;17/06/2022</td>
+		<td wrap="" class="lt ">Single Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%21110h61v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%21110h61v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 1</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£8,301.05</td>
+	</tr>
+	<tr class="odd">
+		<td wrap="" nowrap="nowrap" class="lt "><a class="green" href="javascript:ShowMemberDetail('1573910','MbrSummaryDetail','16 May 2022','16 May 2022','9')"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-calendar-14" alt="Open transaction details for the member"></span><img src="images/icons/icon_details.gif" border="0" alt="Open transaction details for the member"></span></a>&nbsp;16/05/2022</td>
+		<td wrap="" class="lt ">Regular Premium</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=2%2190g51v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt "><a href="/planviewer/DisplayMyPlanMemberTransHist.action?showSearchCriteriaMessage=false&amp;startDate=01+Jan+2018&amp;Tab=207&amp;todayDate=18+Apr+2026&amp;endDate=18+Apr+2026&amp;query=Statement&amp;advancedFilter=&amp;MenuItem=3040&amp;expandData=3%2190g51v6"><span class="fil-icons"><span class="fil-icon icon-only fil-icon-circle-plus"> </span><img width="9" alt="" height="9" src="images/icons/icon_plus_symbol.gif" border="0"> </span></a> 2</td>
+		<td wrap="" class="lt ">&nbsp;</td>
+		<td wrap="" class="lt "></td>
+		<td wrap="" class="rt ">£659.76</td>
+	</tr>
+</tbody>
+</table>
+</div>
+<div class="grid-x medium-up-2 pdf text-grey-400">
+<span class="cell spanleft">Fidelity International</span>
+<span class="cell medium-text-right spanright">18 Apr 2026</span>
+</div>
+</div></div>
+</form>
+
+
+
+
+<p class="margin-top-1">
+	*Any exchange rates used to show account values in different currencies are indicative only and updated daily.
+</p>
+
+
+<div class="rectangle-copy">
+	<strong class="want-to-change-your">Want to change your
+		contributions?</strong>
+	<p class="depending-on-the-rul">
+		Depending on the rules of your retirement plan, you may have the option to make extra payments into your plan savings. If you decide to increase your monthly contributions, you may even find that your employer will increase their contributions too.
+	</p>
+	
+	
+		
+				<input onclick="window.open('https://pensions.fidelity.co.uk/grow-and-manage-your-pension/maximise-contributions-onshore/','_blank')" ;="" class="button secondary margin-bottom-10" type="submit" value="Change my contributions" accesskey="5">
+		
+		
+	
+</div>
+<br><br>
+<style>
+.rectangle-copy {
+  height: auto;
+  width: auto;
+  background-color: #F7F7F8;
+  padding: inherit;
+}
+
+.want-to-change-your {
+  height: 32px;
+  width: 341px;
+  color: #20242B;
+  font-size: 22px;
+  font-weight: bold;
+  letter-spacing: 0;
+  line-height: 32px;
+}
+
+.depending-on-the-rul {
+  height: auto;
+  width: auto;
+  color: #20242B;
+  font-size: 18px;
+  letter-spacing: 0;
+  line-height: 28px;
+}
+
+.button-state {
+  background-color: #026FAD;
+  color: #FFFFFF;
+  font-size: 18px;
+  letter-spacing: 0;
+  line-height: 28px;
+  text-align: center	
+}
+
+</style>
+<script language="JavaScript" src="&lt;c:url value='/javascript/common.js'/&gt;"></script>
+<script type="text/javascript">
+	var autoLogout = (function($){
+		var count = 60;
+		var counter = null;		
+		var cachedTitle = document.title;
+		var $countdownTimer;
+		var $autoLogoutModal;
+		var $btnKeepLoggedIn;
+		var $btnLogout;
+		var $reloadImage;
+
+		function logoutUser() {
+			logoutPostCall();
+			//window.location = '/planviewer/DoLogout.do';
+		}
+
+		function resetSession() {
+			document.title = cachedTitle;
+
+			var d = new Date();
+			count = 60;
+			$countdownTimer.html(count) 
+			
+			if ($reloadImage.length) {
+				$reloadImage.attr('src', 'images/session_reloader.gif?a=' + d.getTime());
+			}
+
+			clearInterval(counter);
+			counter = null;
+            reqforResetSession(); //added for the sending request 
+			$(document).unbind('keydown', escapeEventHandler);
+			$btnKeepLoggedIn.unbind('focusout').unbind('click');
+			$btnLogout.unbind('focusout');
+		}
+
+		function opendlg() {
+			if (counter === null) {
+				counter = setInterval(timerSpan, 1000);
+			}
+
+			document.title = "Session is about to expire";
+			$autoLogoutModal.foundation('open');
+
+			// these close the modal and reset the session
+			$(document).bind('keydown', escapeEventHandler);
+			$btnKeepLoggedIn.bind('click', function() {
+				$autoLogoutModal.foundation('close');
+			})
+
+			$btnKeepLoggedIn.focus();
+
+			$btnKeepLoggedIn.focusout(function() {
+				$btnLogout.focus();
+			});
+
+			$btnLogout.focusout(function() {
+				$btnKeepLoggedIn.focus();
+			});
+		} 
+
+		
+		
+		function timerSpan() {
+			if(count >= 0){document.getElementById("countdownTimer").innerHTML= count;}
+			count = count-1;			
+			if(count == 0){
+				logoutPostCall();
+				//window.location='<html:rewrite page="/DoLogout.do"/>';
+			}
+		}
+
+		function escapeEventHandler(e) {
+			var code = e.keyCode || e.which;
+			if(code == 27){
+				$autoLogoutModal.foundation('close');
+			}
+		}
+
+		/*
+		* Document ready, initialize and cache selectors
+		*/
+		$(function() {
+			$countdownTimer = $('#countdownTimer');
+			$autoLogoutModal = $('#autoLogout');
+			$btnKeepLoggedIn = $('#btnKeepLoggedIn');
+			$btnLogout = $('#btnLogout');
+			$reloadImage = $('#reloadimageid');
+
+			$autoLogoutModal.on('closed.zf.reveal', function() {
+				resetSession();
+			});
+
+			setInterval(opendlg, (14*60*1000)-(2*1000));
+		});
+
+		return {
+			opendlg: opendlg,
+			logoutUser: logoutUser,
+			resetSession: resetSession
+		}
+	})(jQuery);
+</script>
+
+ 
+	
+
+	
+
+
+
+
+
+
+ 
+</main>
+<style>
+@media only screen and (max-width: 1023px){
+	.footer-mb{
+		font-size:x-small;
+	}
+}
+</style>
+<script src="/planviewer/analytics/custom-event-polyfill.js"></script>
+<script src="/planviewer/analytics/DataCapture.js"></script>
+
+
+
+	
+	
+
+<script language="JavaScript" type="text/javascript">
+	function ShowPopUpTermsConditions() {
+		popupWindow("/planviewer/DisplayTermsAndConditions.action", "help", "floater,alwaysRaised,dependent,resizable");
+		return false;
+	}
+	function ShowPopUpPrivacyPolicy() {
+		popupWindow("/planviewer/DisplayPrivacyPolicy.action", "help", "floater,alwaysRaised,dependent,resizable");
+		return false;
+	}
+	function ShowPopUpLegal() {
+		popupWindow("/planviewer/DisplayLegalInformation.action", "help", "floater,alwaysRaised,dependent,resizable");
+		return false;
+	}
+
+	//TODO: anchor is removed from below tag.. check if any impact
+	function ShowPopUpLegalCopyright() {
+		popupWindow("/planviewer/DisplayCopyright.action", "help", "floater,alwaysRaised,dependent,resizable");
+		return false;
+	} 
+
+	var __dcid = __dcid || [];
+	__dcid.push(["DigiCertClickID_0jyBqv39", "10", "s", "black", "0jyBqv39"]);
+	(function(){var cid=document.createElement("script");
+	cid.async=true;cid.src="//seal.digicert.com/seals/cascade/seal.min.js";
+	var s = document.getElementsByTagName("script");
+	var ls = s[(s.length - 1)];
+	ls.parentNode.insertBefore(cid, ls.nextSibling);}());
+
+	//PRB180000076  Google Analytics: Planviewer User Roles - Start	
+	/* GMUK-6625 - Removing ga.js to reduce the header size
+	
+	function pushDataToGA() {
+		if (window.DCSext && DCSext.Role) {
+			var userRole = DCSext.Role;
+			if(userRole=="Scheme Transactor" || userRole=="IGC" || userRole=="Master Trust" || userRole.indexOf("Administrator")!=-1)
+				userRole = "Client Administrator";
+			else if(userRole =="Member" || userRole =="Master Account")
+				userRole = "Member";
+			else 
+				userRole = "Administrator";
+		_gaq.push(['_trackEvent', 'Planviewer Usage','User Roles', userRole, 1]);
+		//document.cookie = "UserRoleSent=;expires=Thu, 01 Jan 1970 00:00:01 GMT;";
+		}
+	}
+
+	setTimeout(pushDataToGA, 3000);
+	
+	*/
+
+	//PRB180000076  Google Analytics: Planviewer User Roles - End
+
+
+    
+		/* Instantiate the DataCapture class. */
+		var siteSection = '';
+	        if(false){
+        	 siteSection='PlanViewer - Admin';
+	        }
+        	else{
+	         siteSection='PlanViewer - Platform';
+        	}
+ 		var analyticsConf = {
+		enabled: true,
+		debug: false,
+		spa: true,
+		channel: 'Workplace Investing',
+		prefix: 'WI: PlanViewer',
+		country: 'uk',
+		language: 'en_GB',
+		section: siteSection,
+        isAdmin: false,
+        uid: '1212136',
+        schemeCode: 'META',
+		memberDisplayName : 'Viktor Barzin',
+		membershipCode : 'C0A3FED',
+      	searchedUserLongName : ""
+	};
+	window.dataCapture = new DataCapture();
+	window.dataCapture.setDefaults(
+		analyticsConf.enabled,
+		analyticsConf.debug,
+		analyticsConf.spa,
+		analyticsConf.channel,
+		analyticsConf.prefix,
+		analyticsConf.country,
+		analyticsConf.language,
+		analyticsConf.section,
+		analyticsConf.isAdmin,
+        analyticsConf.uid,
+        analyticsConf.schemeCode,
+		analyticsConf.memberDisplayName,
+		analyticsConf.membershipCode,
+      	analyticsConf.searchedUserLongName
+	);
+	document.addEventListener("DOMContentLoaded", function(event){
+		window.dataCapture.domReady();		
+	});
+</script><script async="" src="//seal.digicert.com/seals/cascade/seal.min.js"></script>
+<footer class="clear-both inner">
+	<div class="padding-050 medium-padding-075 large-padding-2 font-size-smaller bg-grey-25">
+		<p class="margin-0">
+		<span class="footer-mb">
+			Issued in the UK by FIL Pensions Management (FPM) authorised and regulated by the Financial Conduct Authority, FIL Life Insurance Limited (FIL Life) authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority and in Ireland by FIL Life Insurance (Ireland) Limited (FIL Life Ireland), authorised and regulated by the Central Bank of Ireland.
+		</span>
+		</p>
+	</div>	
+	<div class="padding-050 medium-padding-075 large-padding-vertical-1 large-padding-horizontal-2 flex-container font-size-small align-middle bg-grey-600">
+		<img src="/planviewer/images/fidelity_international_symbol.svg" class="margin-right-1 fil-logo" alt="" role="presentation" height="48" width="48">
+		<img src="/planviewer/images/fidelity_international_symbol_print.svg" class="margin-right-1 fil-logo-print" alt="">
+		<div>
+			<div class="margin-bottom-025">
+				© FIL Pensions Management
+			</div>
+			
+	             <a target="_new" href="/planviewer/DisplayFlatSite.action?flatSiteType=legalinfo">
+				Important legal information
+			</a>
+		    
+			
+			<span class="pipe">|</span>
+			
+				
+					<a target="_blank" href="/planviewer/DisplayTermsAndConditions.action" onclick="return ShowPopUpTermsConditions()" tabindex="null">
+						Terms and conditions
+					</a>
+					<span class="pipe">|</span>
+				 
+			 
+			 
+			 
+				
+				
+					<a target="_new" href="/planviewer/DisplayFlatSite.action?flatSiteType=cookiepolicy">
+					Cookie policy
+			</a>
+				
+			 
+			
+		    
+			 
+				<span class="pipe">|</span>
+				<a target="_new" href="/planviewer/DisplayFlatSite.action?flatSiteType=contactus">
+					Contact us
+				</a>
+				<span class="pipe">|</span>
+				<a target="_new" href="/planviewer/DisplayFlatSite.action?flatSiteType=onlinesecurity">
+					Online security
+				</a>
+			
+			
+				
+					<!--<span class="pipe">|</span>
+					<a id="hh" tabindex="0" href="#" role="link" class="show-modal" data-title="Helping Hand" data-url='/planviewer/DisplayHelpingHand.action'>
+						Helping hand
+					</a>-->
+					
+				
+			
+		</div>
+	</div>
+</footer>
+<div id="modal_dialog" style="display:none;">
+</div>
+<meta name="WT.cg_n" content="Home">
+<meta name="WT.cg_s" content="Home Page">
+<meta name="WT.ti" content="Home --&gt; Home Page">
+<meta name="DCSext.InternetEnrolmentPage" content="No">
+<meta name="DCSext.User" content="Viktor Barzin">
+<meta name="DCS.dcsaut" content="Viktor_Barzin">
+<meta name="DCSext.Role" content="Member">
+<meta name="DCSext.SchemeName" content="Meta UK Retirement Plan">
+<meta name="DCSext.Product" content="CIMP">
+<meta name="DCSext.Client" content="Facebook UK Ltd">
+<script language="JavaScript">
+var gDcsId="dcs4i8pl400000c58vp3y8fuw_9g9h";
+var gDomain="sdc.uk.fid-intl.com";
+</script>
+<script language="JavaScript" type="text/javascript" src="/planviewer/javascript/sdc.js"></script>
+<noscript>
+    <IMG ALT="" BORDER="0" NAME="DCSIMG" WIDTH="1" HEIGHT="1" SRC="https://sdc.uk.fid-intl.com/dcs4i8pl400000c58vp3y8fuw_9g9h/njs.gif?dcsuri=/nojavascript&WT.js=No"/>
+
+
+
+
+<script language="JavaScript">
+<!--
+
+//Feedback Link
+(function (f) {
+    var w = window, d = document, obj = 'FeedbackifyObject', s, e; if (!w[obj]) {w[obj] = function () {(w[obj].q = w[obj].q || []).push(arguments)}; w[obj].l = Math.round(new Date().getTime() / 1000)} w[f] = function () {w[obj].apply(null, arguments)}; s = d.createElement('script'); s.async = 1; s.src = '//cdn.feedbackify.com/js/f.js'; e = d.getElementsByTagName('script')[0]; e.parentNode.insertBefore(s, e);
+})('feedbackify');
+feedbackify('site', 'j42i9f70');
+
+var facadeObject = 'com.fgpi.apps.planViewer.FIPlanViewerFacade@dbb7539c';
+var userType = null;
+
+if (facadeObject !== '') {
+	userType = 'XT';
+} else {
+	userType = null;
+}
+
+
+function NoOp() {  }
+
+	
+var LoadingWindow = null;
+function CloseLoadingWindow() {
+	if (LoadingWindow != null) {
+		LoadingWindow.close();
+		LoadingWindow = null;
+	}
+}
+
+-->
+</script>
+<style id="noClickjack">body{display:none !important;}</style>
+
+<script type="text/javascript">
+   if (self === top) {
+       var antiClickjack = document.getElementById("noClickjack");
+       antiClickjack.parentNode.removeChild(antiClickjack);
+   } else {
+       top.location = self.location;
+   }
+</script>
+
+</body>
+
+</noscript></div><div class="reveal-overlay"><div id="autoLogout" class="reveal small" data-reveal="" role="dialog" aria-hidden="true" data-yeti-box="autoLogout" data-resize="autoLogout" data-e="y84dks-e">
+    <h3>Session Timeout</h3>
+	<p>You have not used your PlanViewer session for a while - so for your security, we will log you out soon.</p>
+	<span class="fil-spinner display-block margin-bottom-2" role="status" aria-live="assertive" aria-label="Loading" style="position:relative;">
+		<span class="fil-spinner__spins fil-spinner__spins--large float-center display-block">
+			<div id="countdownTimer" class="flex-container align-center align-middle" style="font-size:3rem;font-weight:bold;height:100%;position:absolute;width:100%;">60</div>
+			<span class="spin"></span>
+			<span class="spin"></span>
+			<span class="spin"></span>
+		</span>
+	</span>
+	<div class="text-center" style="margin:-.25rem;">
+		<a id="btnLogout" class="margin-025 button tertiary" onclick="logoutPostCall()">Logout</a>
+		<button id="btnKeepLoggedIn" class="margin-025 button secondary" data-close="" aria-label="Keep me logged in">Keep me logged in</button>
+	</div>
+</div></div></body></html>
\ No newline at end of file
diff --git a/tests/fixtures/fidelity/valuation.json b/tests/fixtures/fidelity/valuation.json
new file mode 100644
index 0000000..5ad66e3
--- /dev/null
+++ b/tests/fixtures/fidelity/valuation.json
@@ -0,0 +1,2 @@
+{"valuations":[{"asset":{"assetId":[{"type":"FUND_CODE","value":"KDOA"}],"name":"Passive Global Equity Fund - Class 9"},"units":{"total":44920.21,"available":null,"crystallised":null,"uncrystallised":null,"group":[{"groupId":"BONW","type":"CONTRIBUTION_TYPE","name":"Bonus Waiver","unit":{"total":11490.84,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"ERXS","type":"CONTRIBUTION_TYPE","name":"Company","unit":{"total":17148.27,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"SASC","type":"CONTRIBUTION_TYPE","name":"Salary Sacrifice","unit":{"total":11432.20,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"TREX","type":"CONTRIBUTION_TYPE","name":"Transfer In","unit":{"total":4848.90,"available":null,"crystallised":null,"uncrystallised":null}}]},"price":{"value":3.066,"datetime":"2026-04-17","currency":"GBP"},"valuation":{"total":137725.35,"available":null,"crystallised":null,"uncrystallised":null,"group":[{"groupId":"BONW","type":"CONTRIBUTION_TYPE","name":"Bonus Waiver","valuation":{"total":35230.91,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"ERXS","type":"CONTRIBUTION_TYPE","name":"Company","valuation":{"total":52576.60,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"SASC","type":"CONTRIBUTION_TYPE","name":"Salary Sacrifice","valuation":{"total":35051.12,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"TREX","type":"CONTRIBUTION_TYPE","name":"Transfer In","valuation":{"total":14866.72,"available":null,"crystallised":null,"uncrystallised":null}}],"valuationType":"Value"},"currency":"GBP"},{"asset":{"assetId":[{"type":"FUND_CODE","value":"KCVT"}],"name":"FutureWise Target 2065 - Class 10"},"units":{"total":230.02,"available":null,"crystallised":null,"uncrystallised":null,"group":[{"groupId":"ERXS","type":"CONTRIBUTION_TYPE","name":"Company","unit":{"total":153.35,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"SASC","type":"CONTRIBUTION_TYPE","name":"Salary Sacrifice","unit":{"total":76.67,"available":null,"crystallised":null,"uncrystallised":null}}]},"price":{"value":3.254,"datetime":"2026-04-17","currency":"GBP"},"valuation":{"total":748.48,"available":null,"crystallised":null,"uncrystallised":null,"group":[{"groupId":"ERXS","type":"CONTRIBUTION_TYPE","name":"Company","valuation":{"total":498.99,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"SASC","type":"CONTRIBUTION_TYPE","name":"Salary Sacrifice","valuation":{"total":249.49,"available":null,"crystallised":null,"uncrystallised":null}}],"valuationType":"Value"},"currency":"GBP"},{"asset":{"assetId":[{"type":"FUND_CODE","value":"LAFC"}],"name":"Volatility Managed Multi Asset Fund"},"units":{"total":106.64,"available":null,"crystallised":null,"uncrystallised":null,"group":[{"groupId":"ERXS","type":"CONTRIBUTION_TYPE","name":"Company","unit":{"total":71.09,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"SASC","type":"CONTRIBUTION_TYPE","name":"Salary Sacrifice","unit":{"total":35.55,"available":null,"crystallised":null,"uncrystallised":null}}]},"price":{"value":252.9000,"datetime":"2026-04-17","currency":"GBP"},"valuation":{"total":269.70,"available":null,"crystallised":null,"uncrystallised":null,"group":[{"groupId":"ERXS","type":"CONTRIBUTION_TYPE","name":"Company","valuation":{"total":179.80,"available":null,"crystallised":null,"uncrystallised":null}},{"groupId":"SASC","type":"CONTRIBUTION_TYPE","name":"Salary Sacrifice","valuation":{"total":89.90,"available":null,"crystallised":null,"uncrystallised":null}}],"valuationType":"Value"},"currency":"GBP"}],"valuationSum":{"total":138743.53,"available":0.0,"crystallised":null,"uncrystallised":null,"currency":"GBP"},"asOfDateTime":"2026-04-17T12:00:00+01:00"}
+
diff --git a/tests/fixtures/invest_engine/csv_attachment.eml b/tests/fixtures/invest_engine/csv_attachment.eml
new file mode 100644
index 0000000..b247c00
--- /dev/null
+++ b/tests/fixtures/invest_engine/csv_attachment.eml
@@ -0,0 +1,22 @@
+From: InvestEngine <no-reply@investengine.com>
+To: viktorbarzin@example.com
+Subject: Your InvestEngine statement
+Date: Mon, 07 Apr 2025 09:00:00 +0000
+MIME-Version: 1.0
+Content-Type: multipart/mixed; boundary="----=_MIXED_1"
+
+------=_MIXED_1
+Content-Type: text/plain; charset=UTF-8
+
+Your monthly statement is attached as a CSV.
+
+------=_MIXED_1
+Content-Type: text/csv; charset=UTF-8; name="statement.csv"
+Content-Disposition: attachment; filename="statement.csv"
+
+ticker,unit_price,quantity,date,currency
+VUAG,63.21,12.5,2025-04-02,GBP
+SWDA,86.40,4.75,2025-04-03,GBP
+VUSA,90.10,1.0,2025-04-04,GBP
+
+------=_MIXED_1--
diff --git a/tests/fixtures/invest_engine/html_partial_match.eml b/tests/fixtures/invest_engine/html_partial_match.eml
new file mode 100644
index 0000000..fc41aa1
--- /dev/null
+++ b/tests/fixtures/invest_engine/html_partial_match.eml
@@ -0,0 +1,40 @@
+From: InvestEngine <no-reply@investengine.com>
+To: viktorbarzin@example.com
+Subject: Your portfolio has been updated
+Date: Wed, 15 Apr 2026 11:00:00 +0000
+MIME-Version: 1.0
+Content-Type: multipart/alternative; boundary="----=_Part_PM"
+
+------=_Part_PM
+Content-Type: text/plain; charset=UTF-8
+
+(HTML-only view — your client does not render HTML emails.)
+
+------=_Part_PM
+Content-Type: text/html; charset=UTF-8
+
+<html><body>
+<table><tr><td>Logo</td></tr></table>
+<table>
+ <tr><td> Date: 15 April 2026 </td></tr>
+ <tr>
+  <td>
+   <table>
+    <tr><td>Vanguard S&amp;P 500: VUAG</td></tr>
+    <tr><td>Bought 3.0 @ &pound;61.25 per share</td></tr>
+    <tr><td>Total: &pound;183.75</td></tr>
+   </table>
+  </td>
+ </tr>
+ <tr>
+  <td>
+   <table>
+    <tr><td>Some broken order with no ticker and no bought line</td></tr>
+    <tr><td>(Malformed — IE dropped a row mid-render)</td></tr>
+   </table>
+  </td>
+ </tr>
+</table>
+</body></html>
+
+------=_Part_PM--
diff --git a/tests/fixtures/invest_engine/html_two_orders.eml b/tests/fixtures/invest_engine/html_two_orders.eml
new file mode 100644
index 0000000..b360b14
--- /dev/null
+++ b/tests/fixtures/invest_engine/html_two_orders.eml
@@ -0,0 +1,55 @@
+From: InvestEngine <no-reply@investengine.com>
+To: viktorbarzin@example.com
+Subject: Your portfolio has been updated
+Date: Wed, 01 Apr 2026 09:15:00 +0000
+MIME-Version: 1.0
+Content-Type: multipart/alternative; boundary="----=_Part_1"
+
+------=_Part_1
+Content-Type: text/plain; charset=UTF-8
+
+(HTML-only view — your client does not render HTML emails.)
+
+------=_Part_1
+Content-Type: text/html; charset=UTF-8
+
+<html><head><title>InvestEngine</title></head><body>
+<table><tr><td>Header logo</td></tr></table>
+<table>
+ <tr><td>Client name: Redacted</td></tr>
+ <tr><td>Trading venue: London Stock Exchange</td></tr>
+ <tr><td>Type: Market Order(s)</td></tr>
+ <tr><td>Here's a summary of the trades we've made for you</td></tr>
+ <tr>
+  <td>a</td><td>b</td><td>c</td><td>d</td>
+  <td> Date: 01 April 2026 </td>
+ </tr>
+ <tr><td>filler</td></tr>
+ <tr><td>filler</td></tr>
+ <tr><td>filler</td></tr>
+ <tr><td>filler</td></tr>
+ <tr><td>filler</td></tr>
+ <tr>
+  <td>
+   <table>
+    <tr><td>Vanguard S&amp;P 500: VUAG</td></tr>
+    <tr><td>Bought 10.5 @ &pound;62.10 per share</td></tr>
+    <tr><td>Total: &pound;652.05</td></tr>
+    <tr><td>ISIN: IE00BFMXXD54, Order ID: 300000/4000001, Traded at 9:05am GMT</td></tr>
+   </table>
+  </td>
+ </tr>
+ <tr>
+  <td>
+   <table>
+    <tr><td>iShares Core MSCI World: SWDA</td></tr>
+    <tr><td>Bought 2.25 @ &pound;85.40 per share</td></tr>
+    <tr><td>Total: &pound;192.15</td></tr>
+    <tr><td>ISIN: IE00B4L5Y983, Order ID: 300000/4000002, Traded at 9:06am GMT</td></tr>
+   </table>
+  </td>
+ </tr>
+</table>
+</body></html>
+
+------=_Part_1--
diff --git a/tests/fixtures/invest_engine/unparseable.eml b/tests/fixtures/invest_engine/unparseable.eml
new file mode 100644
index 0000000..933f99a
--- /dev/null
+++ b/tests/fixtures/invest_engine/unparseable.eml
@@ -0,0 +1,15 @@
+From: InvestEngine <no-reply@investengine.com>
+To: viktorbarzin@example.com
+Subject: InvestEngine newsletter
+Date: Thu, 10 Apr 2025 12:00:00 +0000
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+Hi Viktor,
+
+This is a newsletter, not a trade confirmation. There is no structured
+order data here — just marketing copy and a promo for a new feature we
+are rolling out. Thanks for being a customer.
+
+Cheers,
+The InvestEngine team
diff --git a/tests/providers/parsers/test_invest_engine.py b/tests/providers/parsers/test_invest_engine.py
index 8e04633..9c30889 100644
--- a/tests/providers/parsers/test_invest_engine.py
+++ b/tests/providers/parsers/test_invest_engine.py
@@ -42,3 +42,67 @@ def test_rfc2822_notes_record_parse_strategy() -> None:
     a = parse_invest_engine_email(_load("rfc2822_v2_single_buy.eml"))[0]
     assert a.notes is not None
     assert "rfc2822" in a.notes
+
+
+# -- HTML table body (multipart/alternative, two orders) --
+
+
+def test_html_body_parses_both_orders() -> None:
+    activities = parse_invest_engine_email(_load("html_two_orders.eml"))
+    assert len(activities) == 2
+    a, b = activities
+    assert a.symbol == "VUAG"
+    assert a.quantity == Decimal("10.5")
+    assert a.unit_price == Decimal("62.10")
+    assert a.date == datetime(2026, 4, 1)
+    assert a.account_id == "invest-engine-primary"
+    assert a.account_type is AccountType.ISA
+    assert a.activity_type is ActivityType.BUY
+    assert b.symbol == "SWDA"
+    assert b.quantity == Decimal("2.25")
+    assert b.unit_price == Decimal("85.40")
+    assert b.date == datetime(2026, 4, 1)
+
+
+def test_html_notes_record_html_strategy() -> None:
+    a = parse_invest_engine_email(_load("html_two_orders.eml"))[0]
+    assert a.notes is not None
+    assert "html" in a.notes
+
+
+# -- CSV attachment body --
+
+
+def test_csv_attachment_parses_all_rows() -> None:
+    activities = parse_invest_engine_email(_load("csv_attachment.eml"))
+    assert len(activities) == 3
+    by_symbol = {a.symbol: a for a in activities}
+    assert by_symbol["VUAG"].quantity == Decimal("12.5")
+    assert by_symbol["VUAG"].unit_price == Decimal("63.21")
+    assert by_symbol["VUAG"].date == datetime(2025, 4, 2)
+    assert by_symbol["SWDA"].quantity == Decimal("4.75")
+    assert by_symbol["VUSA"].date == datetime(2025, 4, 4)
+    for a in activities:
+        assert a.activity_type is ActivityType.BUY
+        assert a.currency == "GBP"
+        assert a.account_id == "invest-engine-primary"
+        assert a.account_type is AccountType.ISA
+        assert a.notes is not None
+        assert "csv" in a.notes
+
+
+# -- graceful failure modes --
+
+
+def test_unparseable_email_returns_empty_list() -> None:
+    assert parse_invest_engine_email(_load("unparseable.eml")) == []
+
+
+def test_html_partial_match_returns_only_parseable_orders() -> None:
+    activities = parse_invest_engine_email(_load("html_partial_match.eml"))
+    assert len(activities) == 1
+    a = activities[0]
+    assert a.symbol == "VUAG"
+    assert a.quantity == Decimal("3.0")
+    assert a.unit_price == Decimal("61.25")
+    assert a.date == datetime(2026, 4, 15)
diff --git a/tests/providers/parsers/test_schwab.py b/tests/providers/parsers/test_schwab.py
new file mode 100644
index 0000000..c39bd0c
--- /dev/null
+++ b/tests/providers/parsers/test_schwab.py
@@ -0,0 +1,140 @@
+from __future__ import annotations
+
+from decimal import Decimal
+
+from broker_sync.models import AccountType, ActivityType
+from broker_sync.providers.parsers.schwab import parse_schwab_email
+
+_SELL = """
+<html><body>
+<table>
+<tr><td>Date</td><td class="dark-background-body" align="right">Jan 23, 2025</td></tr>
+<tr><td>Action</td><td class="dark-background-body" align="right">Sold</td></tr>
+<tr><td>Quantity</td><td class="dark-background-body" align="right">100.0</td></tr>
+<tr><td>Ticker</td><td class="dark-background-body" align="right">META</td></tr>
+<tr><td>Price</td><td class="dark-background-body" align="right">$612.34</td></tr>
+</table>
+</body></html>
+"""
+
+_BUY = """
+<html><body><table>
+<tr><td class="dark-background-body" align="right">2024-11-15</td></tr>
+<tr><td class="dark-background-body" align="right">Bought</td></tr>
+<tr><td class="dark-background-body" align="right">5.5</td></tr>
+<tr><td class="dark-background-body" align="right">AAPL</td></tr>
+<tr><td class="dark-background-body" align="right">$225.00</td></tr>
+</table></body></html>
+"""
+
+_MALFORMED = "<html><body>no transaction here</body></html>"
+
+_MISSING_CELLS = """
+<html><body><table>
+<tr><td class="dark-background-body" align="right">Jan 23, 2025</td></tr>
+<tr><td class="dark-background-body" align="right">Sold</td></tr>
+</table></body></html>
+"""
+
+
+def test_sell_email_parses_to_one_sell_activity() -> None:
+    acts = parse_schwab_email(_SELL)
+    assert len(acts) == 1
+    a = acts[0]
+    assert a.activity_type is ActivityType.SELL
+    assert a.symbol == "META"
+    assert a.quantity == Decimal("100.0")
+    assert a.unit_price == Decimal("612.34")
+    assert a.currency == "USD"
+    assert a.account_id == "schwab-workplace"
+    assert a.account_type is AccountType.GIA
+    assert a.date.date().isoformat() == "2025-01-23"
+
+
+def test_buy_email_becomes_buy_activity() -> None:
+    acts = parse_schwab_email(_BUY)
+    assert len(acts) == 1
+    a = acts[0]
+    assert a.activity_type is ActivityType.BUY
+    assert a.symbol == "AAPL"
+    assert a.quantity == Decimal("5.5")
+    assert a.unit_price == Decimal("225.00")
+
+
+def test_malformed_email_returns_empty_list() -> None:
+    # No matching td cells at all.
+    assert parse_schwab_email(_MALFORMED) == []
+
+
+def test_missing_cells_returns_empty_list() -> None:
+    # Only 2 of the 5 required cells — parser must bail cleanly.
+    assert parse_schwab_email(_MISSING_CELLS) == []
+
+
+def test_external_id_is_stable_across_reruns() -> None:
+    # Same email → same external_id (deterministic, not timestamp-based).
+    a1 = parse_schwab_email(_SELL)[0]
+    a2 = parse_schwab_email(_SELL)[0]
+    assert a1.external_id == a2.external_id
+
+
+def test_price_with_commas_parses() -> None:
+    html = _SELL.replace("$612.34", "$1,612.34")
+    a = parse_schwab_email(html)[0]
+    assert a.unit_price == Decimal("1612.34")
+
+
+# --- Vest-release parsing -------------------------------------------------
+
+_VEST_RELEASE = """<html><body>
+<h2>Release Confirmation</h2>
+<p>
+Release Date: 15 Mar 2026
+Ticker: META
+Total Shares Released: 100.0
+Market Price: $612.34
+Shares Withheld for Taxes: 45
+Tax Withholding Amount: $27,555.30
+</p>
+</body></html>"""
+
+
+def test_vest_release_returns_two_activities_and_vest_event() -> None:
+    """Release Confirmation yields a BUY (full vest) + SELL (sell-to-cover) + VestEvent."""
+    from broker_sync.providers.parsers.schwab import parse_schwab_email_full
+
+    result = parse_schwab_email_full(_VEST_RELEASE)
+    assert result.vest_event is not None
+    assert result.vest_event.ticker == "META"
+    assert result.vest_event.shares_vested == Decimal("100.0")
+    assert result.vest_event.shares_sold_to_cover == Decimal("45")
+    assert result.vest_event.fmv_at_vest_usd == Decimal("612.34")
+    assert result.vest_event.tax_withheld_usd == Decimal("27555.30")
+    assert result.vest_event.vest_date.date().isoformat() == "2026-03-15"
+    assert result.vest_event.external_id.startswith("schwab:2026-03-15:META:VEST:")
+
+    assert len(result.activities) == 2
+    buy = result.activities[0]
+    assert buy.activity_type is ActivityType.BUY
+    assert buy.quantity == Decimal("100.0")
+    sell = result.activities[1]
+    assert sell.activity_type is ActivityType.SELL
+    assert sell.quantity == Decimal("45")
+    assert sell.unit_price == Decimal("612.34")
+
+
+def test_vest_email_with_unparseable_body_returns_empty() -> None:
+    """Subject says Release Confirmation but fields missing → empty result, no crash."""
+    from broker_sync.providers.parsers.schwab import parse_schwab_email_full
+
+    html = "<html><body>Release Confirmation — please contact support</body></html>"
+    result = parse_schwab_email_full(html)
+    assert result.vest_event is None
+    assert result.activities == []
+
+
+def test_back_compat_parse_schwab_email_drops_vest_event() -> None:
+    """The legacy list[Activity] shape remains stable for existing callers."""
+    acts = parse_schwab_email(_VEST_RELEASE)
+    assert len(acts) == 2
+    assert all(isinstance(a.activity_type, ActivityType) for a in acts)
diff --git a/tests/providers/test_fidelity_planviewer.py b/tests/providers/test_fidelity_planviewer.py
new file mode 100644
index 0000000..55b069e
--- /dev/null
+++ b/tests/providers/test_fidelity_planviewer.py
@@ -0,0 +1,116 @@
+from __future__ import annotations
+
+import json
+from datetime import UTC, datetime
+from decimal import Decimal
+from pathlib import Path
+
+import pytest
+
+from broker_sync.models import Account, AccountType, ActivityType
+from broker_sync.providers.fidelity_planviewer import (
+    ACCOUNT_ID,
+    FidelityCreds,
+    FidelityPlanViewerProvider,
+    FidelityProviderConfigError,
+    _gains_offset_activity,
+)
+from broker_sync.providers.parsers.fidelity import (
+    parse_transactions_html,
+    parse_valuation_json,
+)
+
+_FIXTURES = Path(__file__).parent.parent / "fixtures" / "fidelity"
+
+
+def test_accounts_exposes_single_workplace_pension_account() -> None:
+    prov = FidelityPlanViewerProvider(FidelityCreds(
+        storage_state_path="/tmp/x", plan_id="META",
+    ))
+    assert prov.accounts() == [
+        Account(
+            id=ACCOUNT_ID,
+            name="Fidelity UK Pension",
+            account_type=AccountType.WORKPLACE_PENSION,
+            currency="GBP",
+            provider="fidelity-planviewer",
+        ),
+    ]
+
+
+async def test_fetch_raises_without_storage_state() -> None:
+    prov = FidelityPlanViewerProvider(FidelityCreds(
+        storage_state_path="/tmp/does-not-exist-xyzzy.json", plan_id="META",
+    ))
+    with pytest.raises(FidelityProviderConfigError, match="storage_state"):
+        async for _ in prov.fetch():
+            pytest.fail("should have raised before yielding")
+
+
+# -- parser tests against real (captured) fixture --
+
+
+def test_parse_transactions_real_fixture() -> None:
+    html = (_FIXTURES / "transactions-full.html").read_text()
+    txs = parse_transactions_html(html)
+    # Scheme has ~48 months + a couple of single premiums + 1 rebate;
+    # Bulk Switches must be filtered out (zero-amount rows).
+    assert 40 <= len(txs) <= 100
+    # All dates are within the scheme's lifetime (2022-03 to today-ish).
+    assert all(tx.date >= datetime(2022, 1, 1, tzinfo=UTC) for tx in txs)
+    # Sum should match the header total on the page (£102,004.15 at
+    # fixture time). Allow a £5 tolerance in case the page summary row
+    # changes in future captures — the unit test primarily guards parsing
+    # correctness, not drift in the fixture.
+    total = sum((tx.amount for tx in txs), Decimal(0))
+    assert abs(total - Decimal("102004.15")) < Decimal("5")
+
+
+def test_parse_transactions_skips_bulk_switch() -> None:
+    html = (_FIXTURES / "transactions-full.html").read_text()
+    txs = parse_transactions_html(html)
+    assert not any("bulk switch" in tx.tx_type.lower() for tx in txs)
+
+
+def test_parse_transactions_external_id_deterministic() -> None:
+    html = (_FIXTURES / "transactions-full.html").read_text()
+    a = parse_transactions_html(html)
+    b = parse_transactions_html(html)
+    assert [tx.external_id for tx in a] == [tx.external_id for tx in b]
+    assert all(tx.external_id.startswith("fidelity:tx:") for tx in a)
+
+
+def test_parse_valuation_fixture() -> None:
+    payload = json.loads((_FIXTURES / "valuation.json").read_text())
+    holdings = parse_valuation_json(payload)
+    assert len(holdings) >= 1
+    h = holdings[0]
+    assert h.fund_code == "KDOA"
+    assert "Passive Global Equity" in h.fund_name
+    assert h.currency == "GBP"
+    assert h.units > 0
+    assert h.unit_price > 0
+    # Value ≈ units * price
+    assert abs(h.total_value - h.units * h.unit_price) < Decimal("1")
+    # Contribution-type breakdown must parse
+    assert set(h.units_by_source.keys()) >= {"SASC", "ERXS"}
+
+
+def test_gains_offset_emits_deposit_when_pot_exceeds_contributions() -> None:
+    html = (_FIXTURES / "transactions-full.html").read_text()
+    valuation = json.loads((_FIXTURES / "valuation.json").read_text())
+    txs = parse_transactions_html(html)
+    holdings = parse_valuation_json(valuation)
+    as_of = datetime(2026, 4, 18, tzinfo=UTC)
+    offset = _gains_offset_activity(holdings, txs, as_of)
+    assert offset is not None
+    assert offset.activity_type in (ActivityType.DEPOSIT, ActivityType.WITHDRAWAL)
+    assert offset.amount is not None and offset.amount > 0
+    assert offset.external_id == "fidelity:gains:2026-04-18"
+
+
+def test_gains_offset_none_when_no_holdings() -> None:
+    assert _gains_offset_activity(
+        holdings=[], transactions=[],
+        as_of=datetime(2026, 4, 18, tzinfo=UTC),
+    ) is None
diff --git a/tests/providers/test_finance_mysql.py b/tests/providers/test_finance_mysql.py
new file mode 100644
index 0000000..2887694
--- /dev/null
+++ b/tests/providers/test_finance_mysql.py
@@ -0,0 +1,66 @@
+from __future__ import annotations
+
+from datetime import UTC, datetime
+from decimal import Decimal
+
+from broker_sync.models import AccountType, ActivityType
+from broker_sync.providers.finance_mysql import _normalise_symbol, _route, _row_to_activity
+
+
+def test_lse_ticker_routes_to_investengine() -> None:
+    acct, t, ccy = _route("VUAG.L")
+    assert acct == "invest-engine-primary"
+    assert t is AccountType.ISA
+    assert ccy == "GBP"
+
+
+def test_us_ticker_routes_to_schwab() -> None:
+    assert _route("META") == ("schwab-workplace", AccountType.GIA, "USD")
+    assert _route("FLME_US_EQ") == ("schwab-workplace", AccountType.GIA, "USD")
+
+
+def test_normalise_symbol() -> None:
+    assert _normalise_symbol("VUAG.L") == "VUAG"
+    assert _normalise_symbol("VUSA.L") == "VUSA"
+    assert _normalise_symbol("META") == "META"
+    assert _normalise_symbol("FLME_US_EQ") == "FLME"
+    assert _normalise_symbol("FOO_EQ") == "FOO"
+
+
+def test_row_to_buy_activity() -> None:
+    row = {
+        "id": "123456",
+        "ticker": "VUAG.L",
+        "buy_price": 85.5,
+        "num_shares": 10.0,
+        "currency": "GBP",
+        "buy_date": datetime(2022, 3, 15, 10, 30),
+        "account_id": 1,
+    }
+    a = _row_to_activity(row)
+    assert a.external_id == "finance-mysql:position:123456"
+    assert a.account_id == "invest-engine-primary"
+    assert a.account_type is AccountType.ISA
+    assert a.activity_type is ActivityType.BUY
+    assert a.symbol == "VUAG"  # .L stripped
+    assert a.quantity == Decimal("10.0")
+    assert a.unit_price == Decimal("85.5")
+    assert a.currency == "GBP"
+    assert a.date == datetime(2022, 3, 15, 10, 30, tzinfo=UTC)
+
+
+def test_row_to_sell_when_qty_negative() -> None:
+    row = {
+        "id": "x",
+        "ticker": "META",
+        "buy_price": 450.0,
+        "num_shares": -2.5,  # sell
+        "currency": "USD",
+        "buy_date": datetime(2024, 8, 5),
+        "account_id": 1,
+    }
+    a = _row_to_activity(row)
+    assert a.activity_type is ActivityType.SELL
+    assert a.quantity == Decimal("2.5")  # absolute
+    assert a.account_id == "schwab-workplace"
+    assert a.symbol == "META"
diff --git a/tests/providers/test_imap.py b/tests/providers/test_imap.py
new file mode 100644
index 0000000..63638cb
--- /dev/null
+++ b/tests/providers/test_imap.py
@@ -0,0 +1,101 @@
+from __future__ import annotations
+
+from datetime import UTC, date, datetime
+from decimal import Decimal
+
+from broker_sync.models import AccountType, Activity, ActivityType
+from broker_sync.providers.imap import (
+    _IE_GIA_ACCOUNT_ID,
+    _IE_ISA_ACCOUNT_ID,
+    _split_ie_by_isa_cap,
+    _uk_tax_year_start,
+)
+
+
+def _buy(on: datetime, qty: str, price: str) -> Activity:
+    return Activity(
+        external_id=f"invest-engine:{on.isoformat()}|{qty}|{price}",
+        account_id=_IE_ISA_ACCOUNT_ID,
+        account_type=AccountType.ISA,
+        date=on,
+        activity_type=ActivityType.BUY,
+        currency="GBP",
+        symbol="VUAG",
+        quantity=Decimal(qty),
+        unit_price=Decimal(price),
+    )
+
+
+def test_uk_tax_year_start_before_april_6_rolls_back() -> None:
+    assert _uk_tax_year_start(datetime(2025, 4, 5, tzinfo=UTC)) == date(2024, 4, 6)
+    assert _uk_tax_year_start(datetime(2025, 4, 6, tzinfo=UTC)) == date(2025, 4, 6)
+    assert _uk_tax_year_start(datetime(2025, 1, 15, tzinfo=UTC)) == date(2024, 4, 6)
+    assert _uk_tax_year_start(datetime(2024, 4, 7, tzinfo=UTC)) == date(2024, 4, 6)
+
+
+def test_single_tax_year_under_cap_stays_isa() -> None:
+    acts = [
+        _buy(datetime(2024, 5, 1, tzinfo=UTC), "100", "50"),  # £5000
+        _buy(datetime(2024, 8, 1, tzinfo=UTC), "100", "80"),  # £8000
+    ]
+    routed = _split_ie_by_isa_cap(acts)
+    assert all(a.account_id == _IE_ISA_ACCOUNT_ID for a in routed)
+    assert all(a.account_type is AccountType.ISA for a in routed)
+
+
+def test_overflow_past_cap_flips_to_gia() -> None:
+    acts = [
+        _buy(datetime(2024, 5, 1, tzinfo=UTC), "100", "80"),   # £8,000
+        # +£12,000 → £20,000 total; prev £8k < cap → ISA
+        _buy(datetime(2024, 6, 1, tzinfo=UTC), "150", "80"),
+        _buy(datetime(2024, 7, 1, tzinfo=UTC), "10", "80"),    # prev £20,000 ≥ cap → GIA
+        _buy(datetime(2024, 8, 1, tzinfo=UTC), "10", "80"),    # GIA
+    ]
+    routed = _split_ie_by_isa_cap(acts)
+    assert routed[0].account_id == _IE_ISA_ACCOUNT_ID
+    assert routed[1].account_id == _IE_ISA_ACCOUNT_ID
+    assert routed[2].account_id == _IE_GIA_ACCOUNT_ID
+    assert routed[2].account_type is AccountType.GIA
+    assert routed[3].account_id == _IE_GIA_ACCOUNT_ID
+
+
+def test_tax_year_boundary_resets_cap() -> None:
+    acts = [
+        # 2023-24 tax year: £20k in ISA, plus one in GIA
+        _buy(datetime(2023, 5, 1, tzinfo=UTC), "400", "50"),   # £20,000 → ISA (prev 0 < cap)
+        _buy(datetime(2024, 1, 1, tzinfo=UTC), "100", "50"),   # GIA (prev 20k)
+        # 2024-25 tax year starts 2024-04-06 — cap resets
+        _buy(datetime(2024, 5, 1, tzinfo=UTC), "100", "50"),   # ISA (prev 0 for new year)
+    ]
+    routed = _split_ie_by_isa_cap(acts)
+    assert routed[0].account_id == _IE_ISA_ACCOUNT_ID
+    assert routed[1].account_id == _IE_GIA_ACCOUNT_ID
+    assert routed[2].account_id == _IE_ISA_ACCOUNT_ID
+
+
+def test_out_of_order_activities_sorted_before_cap_applied() -> None:
+    acts = [
+        _buy(datetime(2024, 8, 1, tzinfo=UTC), "10", "80"),    # later date but given first
+        _buy(datetime(2024, 5, 1, tzinfo=UTC), "250", "80"),   # earlier, £20,000 → ISA
+    ]
+    routed = _split_ie_by_isa_cap(acts)
+    by_date = {a.date: a for a in routed}
+    assert by_date[datetime(2024, 5, 1, tzinfo=UTC)].account_id == _IE_ISA_ACCOUNT_ID
+    assert by_date[datetime(2024, 8, 1, tzinfo=UTC)].account_id == _IE_GIA_ACCOUNT_ID
+
+
+def test_non_ie_activities_passed_through_unchanged() -> None:
+    schwab_act = Activity(
+        external_id="schwab:abc",
+        account_id="schwab-workplace",
+        account_type=AccountType.GIA,
+        date=datetime(2024, 5, 1, tzinfo=UTC),
+        activity_type=ActivityType.SELL,
+        currency="USD",
+        symbol="META",
+        quantity=Decimal("10"),
+        unit_price=Decimal("500"),
+    )
+    routed = _split_ie_by_isa_cap([schwab_act])
+    assert routed[0].account_id == "schwab-workplace"
+    assert routed[0].account_type is AccountType.GIA
diff --git a/tests/sinks/test_wealthfolio.py b/tests/sinks/test_wealthfolio.py
index f554a19..210b915 100644
--- a/tests/sinks/test_wealthfolio.py
+++ b/tests/sinks/test_wealthfolio.py
@@ -48,7 +48,10 @@ def _login_ok(req: httpx.Request) -> httpx.Response:
     assert body == {"password": "hunter2"}
     return httpx.Response(
         200,
-        json={"authenticated": True, "expiresIn": 604800},
+        json={
+            "authenticated": True,
+            "expiresIn": 604800
+        },
         headers={"set-cookie": "wf_token=abc123; Path=/api; HttpOnly"},
     )
 
@@ -219,21 +222,25 @@ async def test_import_dry_run_then_real(tmp_path: Path) -> None:
         calls.append(req.url.path)
         if req.url.path == "/api/v1/activities/import/check":
             # /import/check hydrates and returns a list of ActivityImport.
-            return httpx.Response(200, json=[
-                {
-                    "symbol": "VUAG",
-                    "isValid": True,
-                    "errors": None,
-                    "assetId": "enriched-asset-uuid",
-                    "exchangeMic": "XLON",
-                },
-            ])
+            return httpx.Response(200,
+                                  json=[
+                                      {
+                                          "symbol": "VUAG",
+                                          "isValid": True,
+                                          "errors": None,
+                                          "assetId": "enriched-asset-uuid",
+                                          "exchangeMic": "XLON",
+                                      },
+                                  ])
         if req.url.path == "/api/v1/activities/import":
             return httpx.Response(
                 200,
                 json={
                     "activities": [
-                        {"id": "wf-1", "external_id": "t212:1"},
+                        {
+                            "id": "wf-1",
+                            "external_id": "t212:1"
+                        },
                     ],
                 },
             )
diff --git a/tests/test_pipeline.py b/tests/test_pipeline.py
index 198e58b..e883314 100644
--- a/tests/test_pipeline.py
+++ b/tests/test_pipeline.py
@@ -86,18 +86,22 @@ async def test_pipeline_skips_dedup_then_imports_new(tmp_path: Path) -> None:
             body = json.loads(req.content)
             # Echo each activity back marked valid (mimic Wealthfolio's
             # hydrate step).
-            return httpx.Response(200, json=[
-                {**a, "isValid": True, "errors": None} for a in body["activities"]
-            ])
+            return httpx.Response(200,
+                                  json=[{
+                                      **a, "isValid": True,
+                                      "errors": None
+                                  } for a in body["activities"]])
         if req.url.path == "/api/v1/activities/import":
             body = req.content.decode()
             posted_batches.append(body)
             return httpx.Response(
                 200,
-                json={"activities": [
-                    {"id": f"wf-{i}", "external_id": ext}
-                    for i, ext in enumerate(["a", "b", "c"])
-                ]},
+                json={
+                    "activities": [{
+                        "id": f"wf-{i}",
+                        "external_id": ext
+                    } for i, ext in enumerate(["a", "b", "c"])]
+                },
             )
         return httpx.Response(500)
 
@@ -115,21 +119,31 @@ async def test_pipeline_skips_dedup_then_imports_new(tmp_path: Path) -> None:
     finally:
         await sink.close()
 
+    # 3 provider activities fetched, but pipeline expands each BUY into
+    # (BUY, matching DEPOSIT). "a" is already-seen → skipped; its match
+    # "cash-flow-match:buy:a" is NEW since it wasn't seeded.
     assert result.fetched == 3
-    assert result.new_after_dedup == 2
-    assert result.imported == 2
+    assert result.new_after_dedup == 5
+    assert result.imported == 5
     assert result.failed == 0
     assert len(posted_batches) == 1
     body = posted_batches[0]
-    # Only the new rows (b, c) — NOT the already-seen "a".
+    # Only the new rows (b, c + the 3 matches) — NOT the already-seen "a".
     assert "sync:fake:a" not in body
     assert "sync:fake:b" in body
     assert "sync:fake:c" in body
+    # Matching DEPOSITs rode along with their trade.
+    assert "cash-flow-match:buy:a" in body
+    assert "cash-flow-match:buy:b" in body
+    assert "cash-flow-match:buy:c" in body
 
-    # All three external_ids are now in dedup after the run.
+    # All six external_ids are now in dedup after the run.
     assert dedup.has_seen("fake", "fake-isa", "a")
     assert dedup.has_seen("fake", "fake-isa", "b")
     assert dedup.has_seen("fake", "fake-isa", "c")
+    assert dedup.has_seen("fake", "fake-isa", "cash-flow-match:buy:a")
+    assert dedup.has_seen("fake", "fake-isa", "cash-flow-match:buy:b")
+    assert dedup.has_seen("fake", "fake-isa", "cash-flow-match:buy:c")
 
 
 async def test_pipeline_records_failure_when_import_rejects(tmp_path: Path) -> None:
@@ -168,8 +182,86 @@ async def test_pipeline_records_failure_when_import_rejects(tmp_path: Path) -> N
     finally:
         await sink.close()
 
+    # Pipeline expands 1 BUY into (BUY, matching DEPOSIT). Both are in the
+    # batch that /import/check rejects, so both are counted as failed.
     assert result.fetched == 1
     assert result.imported == 0
-    assert result.failed == 1
-    # NOT recorded in dedup so the next run retries.
+    assert result.failed == 2
+    # NOT recorded in dedup so the next run retries both.
     assert not dedup.has_seen("fake", "fake-isa", "a")
+    assert not dedup.has_seen("fake", "fake-isa", "cash-flow-match:buy:a")
+
+
+# -- Cash-flow match helpers ---------------------------------------------
+from broker_sync.pipeline import _matched_cash_flow, _with_cash_flow_match  # noqa: E402
+
+
+def _make_activity(
+    activity_type: ActivityType,
+    *,
+    quantity: str | None = "1",
+    unit_price: str | None = "100",
+    fee: str = "0",
+    amount: str | None = None,
+    external_id: str = "x",
+) -> Activity:
+    return Activity(
+        external_id=external_id,
+        account_id="acct",
+        account_type=AccountType.ISA,
+        date=datetime(2026, 4, 1, tzinfo=UTC),
+        activity_type=activity_type,
+        currency="GBP",
+        quantity=Decimal(quantity) if quantity is not None else None,
+        unit_price=Decimal(unit_price) if unit_price is not None else None,
+        fee=Decimal(fee),
+        amount=Decimal(amount) if amount is not None else None,
+    )
+
+
+def test_matched_cash_flow_for_buy_is_deposit_with_total_cost() -> None:
+    buy = _make_activity(
+        ActivityType.BUY, quantity="10", unit_price="200.50", fee="1.25",
+        external_id="buy-1",
+    )
+    match = _matched_cash_flow(buy)
+    assert match is not None
+    assert match.activity_type is ActivityType.DEPOSIT
+    assert match.amount == Decimal("2006.25")  # 10*200.50 + 1.25
+    assert match.currency == "GBP"
+    assert match.account_id == buy.account_id
+    assert match.date == buy.date
+    assert match.external_id == "cash-flow-match:buy:buy-1"
+
+
+def test_matched_cash_flow_for_sell_is_withdrawal_net_of_fee() -> None:
+    sell = _make_activity(
+        ActivityType.SELL, quantity="5", unit_price="300", fee="2.50",
+        external_id="sell-7",
+    )
+    match = _matched_cash_flow(sell)
+    assert match is not None
+    assert match.activity_type is ActivityType.WITHDRAWAL
+    assert match.amount == Decimal("1497.50")  # 5*300 - 2.50
+    assert match.external_id == "cash-flow-match:sell:sell-7"
+
+
+def test_matched_cash_flow_none_for_deposit_withdrawal_dividend() -> None:
+    dep = _make_activity(ActivityType.DEPOSIT, quantity=None, unit_price=None, amount="100")
+    wit = _make_activity(ActivityType.WITHDRAWAL, quantity=None, unit_price=None, amount="50")
+    div = _make_activity(ActivityType.DIVIDEND, quantity=None, unit_price=None, amount="5")
+    assert _matched_cash_flow(dep) is None
+    assert _matched_cash_flow(wit) is None
+    assert _matched_cash_flow(div) is None
+
+
+def test_matched_cash_flow_skips_zero_amount_trades() -> None:
+    zero_buy = _make_activity(ActivityType.BUY, quantity="0", unit_price="100")
+    assert _matched_cash_flow(zero_buy) is None
+
+
+def test_with_cash_flow_match_returns_pair_for_buy_single_for_deposit() -> None:
+    buy = _make_activity(ActivityType.BUY, external_id="buy-2")
+    dep = _make_activity(ActivityType.DEPOSIT, quantity=None, unit_price=None, amount="500")
+    assert len(_with_cash_flow_match(buy)) == 2
+    assert len(_with_cash_flow_match(dep)) == 1