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Our latest improvements: inside Bestinvest

Our latest improvements: inside Bestinvest

We're listening to feedback and evolving our platform to meet your needs. This page will be updated with the latest improvements, tweaks and new features.

Latest enhancements

Our view – see your Best and Dog funds

Which of your investments are ‘Best funds’ and which are ‘Dog funds’? Use Our view to see this at a glance on the summary section of your account.

Go to account summary

Quick search for ‘Dog funds’

If you just want to search for all funds that are currently on our Spot the Dog list, now you can with the ‘Dog funds’ quick search filter.

Search all Dog funds

Improved fund factsheet data

Our fund factsheets are now powered by a new data provider Morningstar, which gives you greater access to information you may find useful when reviewing and choosing to invest in funds available on our platform.

Search investments

Capital & Income accounts

For clients with Capital & Income accounts you can now control these pots separately on the ‘Manage cash’ tab of your account.

Go to Manage cash

Statistics tab

Check how volatile your investments are as well as their performance compared to direct competitors on the ‘Statistics’ tab of your account.

Go to Statistics

Advanced portfolio functionality

If you've created custom portfolios you can now dig into the same analytics as your main accounts. Your custom portfolios are available from the account drop down menu.

Go to account dashboard

Live chat on the mobile app

Managing your investments on the go and need to speak to our client relations team? Live chat is now available in our mobile app.

Download the Bestinvest mobile app

Transfer status updates (ISA, GIA, JISA accounts only)

When you initiate a new transfer to us we’ll send you automatic updates via email throughout the transfer process until it is completed.

Initiate a new transfer

Transfer cash between accounts

Got an ISA and Investment Account? Now you can instantly transfer cash from your Investment Account to your ISA or your other Investment Accounts.

If you have an Investment Account click on the tab called 'Withdraw or transfer cash'. Then select 'Transfer cash' and follow the steps.

View transactions for any time period you want

You can now find transactions from specific points in time. Click the calendar icon on the transactions tab.

Digitally transfer Investment Accounts or ISAs to Bestinvest

In addition to ISAs, you can now transfer investment accounts online.

Once logged in to your account click the profile icon and then 'Transfer an account'. On a mobile device? Open the Menu and follow the same steps.

Trade US shares online for free

You can now trade shares in hundreds of the largest US companies online for free on Bestinvest.

Learn more about trading US shares with Bestinvest

Search US shares

Website search

Want to find something specific on our website? Click the magnifying glass icon at the top right of the site and enter your search term.

Start a search

Refer a friend

Investing with Bestinvest already? Get your friends to join and you could earn £100 each.

See how to refer a friend

Direct Ready-made Portfolios

This range invests directly into individual shares and bonds rather than funds.

Browse our Direct range

The Bestinvest app has landed

Exciting news - we've launched our first-ever app. It's available on the Apple App Store and on Google Play. Download it now and give it a try...

Learn more

Grow my money

Experiment and simulate how your money could grow based on what you are putting in today and any changes you could make in the future.

In your account, click on 'Life plan' in the main menu and then the button labelled 'Grow my money'.

Performance Tab

A single place to see how your investments have performed over the last five years.

In your account, choose an account type and and then click the tab labelled 'Performance' (between 'Summary' and 'Breakdown')

On mobile? Your menu has moved.

If you’re using Bestinvest on your phone, you’ll see we’ve moved the main menu from the top right to the bottom of the screen.

Your key account info is now clearer

We’ve reordered and redesigned the key values on the homepage and account summary page of the mobile site too.

Red for negative, green for positive

Following client feedback, we’ve changed negative performance figures from amber to red.

Add the State Pension to your Retirement goal

You can now see how adding the State Pension could affect the value of your retirement pot.

Try it out

Printing key account pages is cleaner and tidier

On the back of your feedback we made a few changes to ensure you get a clean and tidy printout of your account information.

Linked accounts are more clearly signposted

It's now easier to see the difference between your own accounts and those you’ve linked to.

Have a look

Redesigned investment dashboard

Your dashboard has a new look to make visualising performance over time easier.

Log into your account

New look and feel to our website

We’ve completely refreshed our site, from top to bottom. It’s easier to navigate, it’s more purple and we’ve got some great new illustrations (look out for ice cream cones and pigs in sunglasses…).

Book coaching sessions directly with our Coaches

We introduced Calendly which allows you to book a call with any of our qualified Coaches directly in their calendar.

Try the new coach booking experience

Life plan

Life plan is the place where you can set, track and achieve goals which are meaningful to you.

Log in to try out Life plan

See Life plan FAQs

Expert coaching

Whether you're just getting started with investing or you've got more complex decisions to make, our coaches are there for you.

Learn more about coaching

Smart Ready-made Portfolios

We launched our new low-cost Smart Ready-made Portfolios alongside our existing actively-managed Expert Ready-made Portfolios.

Learn more about our Ready-made Portfolios

Not a Bestinvestor yet? No problem

Open or transfer an account today to get access to these great features

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