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Features and benefits

Our broad range of online tools and account features makes the Online Investment Service the perfect option for any self-directed investor. From investment decisions to the maintenance of your portfolio, Bestinvest will make sure you are receiving the information and support you need.

When you become a client you get access to...

View your holdings

View your holdings

Monitor your investments online at any time

ANALYSE YOUR INVESTMENTS

ANALYSE YOUR INVESTMENTS

Analyse your risk level, asset allocation and investment rating with your Investment Report

CREATE PORTFOLIOS

CREATE PORTFOLIOS

Create custom portfolio groups to review specific elements of your investment strategy

View your overall wealth

View your overall wealth

See your investments alongside your other finances with the Personal Balance Sheet

  • Get market leading discounts across 2000+ funds
  • Deal in shares and other live-traded products for £7.50 per trade
  • Use limit orders to help you purchase or sell at the price you want
  • Link your family’s accounts to view the bigger picture
  • Receive an annual tax report and consolidated tax certificates

WHETHER YOU ARE LOGGED IN TO YOUR ACCOUNT OR NOT, WE ALWAYS MAKE THESE TOOLS AVAILABLE TO YOU...

Investment Selector

Choose from more than 2,000 funds plus investment trusts, ETFs and Shares using our powerful investment selector tool.

Find out more

Plan for retirement

Plan for retirement

Work out how much money you are going to need in retirement so you can check you are on track and plan for the future.

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Save for a big purchase

Save for a big purchase

Do you have your eye on a big purchase? If you’re planning to achieve your goal by investing, this tool can help you get there.

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Pay for education fees

Pay for education fees

Education fees are spiralling. Establish what you must save if you’d like to help cover the cost for children and grandchildren.

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Pay off a mortgage

Pay off a mortgage

Do you have an interest-only mortgage? Establish how much you need to save to repay the capital.

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Build a nest egg

Build a nest egg

You don’t have to save with a particular goal in mind. This tool shows you how regular saving can soon grow into a nest egg.

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View our investment calculators

View investment calculators

Calculate the impact of inflation on savings, the cost of delaying a pension, tax savings if you invest within an ISA and much more.

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OUR AWARDS

Past performance is not a reliable indicator of future returns

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Issued by Bestinvest (Brokers) Limited (Reg. No. 2830297), which is authorised and regulated by the Financial Conduct Authority. Financial services are provided by Bestinvest (Brokers) Limited and other companies in the Tilney Bestinvest Group, further details of which are available here. This site is for UK investors only.
© Tilney Bestinvest Group Ltd 2016.

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