Benefits of our secure online service

Using our secure online service is easy. Simply register by following the instructions on screen and enjoy the benefits of:

 

- Secure online access to your portfolio, 24 hours a day, seven days a week.
- Ability to buy a stocks and shares ISA and/or investment funds (Open Ended Investment Companies (OEICs) and unit trusts).
- Ability to switch between and top-up the funds you have invested in for stocks and shares ISAs, OEICs and unit trusts.
- Ability to view your previous transactions.
- Online access to historical statements and other correspondence from us.
- For stocks and shares ISAs, OEICs and unit trusts, you have the ability to transfer the administration, known as re-registration, of your existing investments with other providers to us - so instead of receiving lots of different statements from different providers, you receive just one. 
- The IPS Cash Account to help you manage the flow of cash in and out of your Portfolio Investments.
- The support of a UK based Customer Services if you need help. 
- Quick and print-friendly valuations across your entire portfolio.


Of course, you can still speak to an adviser, so you really are in full control of your investments.


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Key documents

Fund panel guide
PDF: 359KB

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Fund panel guide (PDF: 359KB)

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An investor's guide (PDF: 726KB)

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