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How it works

You can become an Online Investment Service client in a few easy clicks. Below you will see step-by-step how to make your first investment and how to get the most from your new account once it’s open. There are lots of helpful tools to make the process as easy as possible and our friendly investment professionals are on hand to help with any queries you may have.

Step one

First, choose which type of account you would like to open: ISA,SIPPJunior ISA or an Investment Account.

If you are not sure which is most appropriate, our ‘Which account is best for me’ tool will help you decide.

Step two

Once you’ve selected an account, pick where you would like to invest. Our Investment Ideas can help you choose those that may suit your objectives. Alternatively, upload cash for later investment.

Step three

You need to open an account with a lump sum but once your account is open you can set up a regular monthly savings plan by clicking the ‘Monthly Savings’ tab within your account.

Step four

Your account is full of tools to help you get the best out of your portfolio.

Be sure to use your Investment Report which analyses the levels of risk you are taking, your overall asset allocation and how well your holdings are rated. This is a unique tool to help boost investment performance.

Step five

Consolidating your external investments will let you get the most out of the Online Investment Service. Having an environment to review and discuss your overall strategy is an invaluable asset when trying to reach your investment objectives.


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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