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SIMPLICITY.
When it comes to investments there's plenty of confusing jargon. Our Guide to Financial Jargon explains these in every day language, putting you in control.
Log in to your portfolio.
After you securely log in you will benefit from the ability to:
- View your entire portfolio valuation
- View the value of your IPS Cash Account
- Buy an ISA and/or investment fund
- Top up your existing ISA and investment funds
- Switch funds within your ISA and investment fund holdings
- View your transaction history
- View your IPS correspondence
Buy. Top-up. Switch. Sell. Transfer
Buy:
Existing investments:
Top-up: Portfolio Investments customers may top-up by following the instructions here. Portfolio Bond and Portfolio Plus SIPP customers must contact their adviser.
Switch: Portfolio Investments customers may switch funds online after log in. Portfolio Bond and Portfolio Plus SIPP customers must contact their adviser.
Sell: You should contact us directly to sell all or part of your portfolio.
Transfer: Portfolio Investment customers may transfer the administration of their ISA, unit trust and OEIC investments to us by following the instructions here.
New Investments:
You can purchase stocks and shares ISAs and / or investments funds quickly and easily via our website, once you have securely logged in.
News
You might also be interested in...
User guide (PDF: 1399KB)
Step-by-step instructions about how to use the Investor Portfolio Service website and make the most of it.
Information on investing (PDF: 2856KB)
An introduction to the basic information you need to know if you decide to invest with us.
Fund panel guide (PDF: 423KB)
Find out how we select, monitor and manage the range of investment funds you can choose from.
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