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NOW'S YOUR CHANCE.
Invest small amounts regularly with IPS, and start to make the most of your 2012/2013 ISA allowance.
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:
Portfolio Plus SIPP (must be arranged with an adviser).
Portfolio Bond (must be arranged with an adviser).
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.
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You might also be interested in...
User guide
Step-by-step instructions about how to use the Investor Portfolio Service website and make the most of it.
An investor's guide (PDF: 726KB)
An easy to understand explanation of the essentials you need to know before you invest.
Fund panel guide (PDF: 359KB)
Find out how we select, monitor and manage the range of investment funds you can choose from.
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