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How to invest in an ISA

  • How to invest in an ISA

    There are a number of ways you can make the most of your annual £20,000 allowance

    Open an ISA today

At Selftrade we want our platform and products to work hard for you and we make opening and managing your ISA simple.

It takes less than ten minutes to set up a Stocks and Shares ISA

Here are the different ways you can put funds into your account.

Cash investments

A lump sum

You can fund your Stocks and Shares ISA by making a lump sum payment by Debit Card or via your linked bank account. If you already have a Dealing Account, you can transfer cash from this account to your ISA.

Regular deposits

You can make regular monthly deposits into your ISA from as little as £10 a month. You can then set up a regular investment for only £1.50 per investment. We’ll keep an eye on the amount you contribute to ensure you don’t exceed your annual ISA allowance.

Mix and match

You can open your Stocks and Shares ISA with a lump sum and then top it up throughout the tax year with regular payments.

Transfer an existing ISA

If you have an ISA with another provider, we can help you transfer it to Selftrade. With all your investments in one place, it is easier to review and make adjustments to your portfolio.

Simply open a Selftrade Stocks and Shares ISA and complete and return the ISA Transfer-In Form. We’ll then contact your current ISA provider and take care of the rest.

We’ll even cover any transfer out fees you might have to pay, up to £100 (T&Cs apply).

And it’s good to know that transferring ISAs from previous tax years won’t impact on your ISA allowance for the current tax year.

Transfer an existing ISA

Invest with other shareholdings

Other types of investments can be transferred into your Selftrade Stocks and Shares ISA, such as share certificates.

Here’s how you can transfer them into your tax-efficient ISA.

  • Complete a CREST transfer form and move your share certificates into your Selftrade Dealing Account
  • Sell the shares* in your Selftrade Dealing Account
  • Transfer the funds into your ISA

Re-purchase the shares within the ISA - this process is called a Bed and ISA. Call our Customer Experience Centre on 0345 0700 720 if you would like to begin the Bed and ISA process.

Crest Transfer Form

*The sale of shares may be liable for Capital Gains Tax, if the profit from the sale exceeds the current annual capital gains allowance of £12,000.

Ready to apply?

To open an ISA, you must have the following information to hand:

  1. Your National Insurance number.
  2. Bank details - account number and sort code (this must be a current UK bank account)
  3. Your mother’s maiden name

For existing Selftrade customers, you can open a Stocks and Shares ISA quickly and easily from your dashboard.

Open a Stocks and Shares ISA

Ready to get started?

I’ve still got questions!

We’re on hand to help at our Customer Experience Centre on 0345 0700 720