Once you have opened an investment account, you will need to wait 24 hours before you can invest. Once the 24 hours are up, log in and click 'Invest' from the menu.

You will be asked to choose which account you would like to use to invest, your Regular or IFISA account. Remember, the IFISA is your tax-free account so make sure you select the right one.

Enter the amount you wish to invest and click Invest Now.

You complete your investment via bank transfer (using your online or telephone banking, or in branch).

We have integrated Open Banking to try and make this process as smooth as possible online. If you would prefer to do a manual bank transfer simply click 'Manual Bank Transfer' on the screen to complete your investment.

If you choose to do a manual bank transfer, please ensure you use the reference number provided - this is displayed after you have selected ‘Invest now’ and clicked on ‘Manual Bank Transfer’ but can also be access at any time by clicking on “Pending Transfers” on your dashboard when logged in online.

Good to know

If you have ISAs with other providers you are able to transfer some or all of them to us. 

Once you have signed in to your account visit  My Account > Transfer an ISA

All we need is a completed original form - we’ll take care of the rest.