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Managing your account online is quick and easy

You can manage many aspects of your accounts online without needing to fill in forms. Simply click on the name of the account you would like to make changes to and then the name of the action you wish to carry out.

If you're not yet registered, you can register to view your accounts online.

  • All investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Remember tax rules can change and the reliefs depend on your personal circumstances.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Before you invest, please understand the risks and Terms & Conditions (including tariff of charges) of your investment and ensure you have read and agreed to the ISA declaration. The specific risks of any funds are detailed in the Vantage Key Features.

You can open a Stocks & Shares ISA in minutes. Before you apply please ensure you have your National Insurance number to hand. You can open your ISA with a lump sum or save monthly from as little as £25 per month.

For your own benefit and protection you should read our Terms & Conditions carefully before committing to an investment. If you do not understand any point please ask us for further information. When you use our services we will take this as acceptance and agreement of our terms, and you will be bound by them.

I apply to subscribe for a Stocks & Shares ISA for the tax year 2016/17 (the first tax year to which this declaration relates) and each subsequent tax year in which I choose to make a subscription. I have read, agreed to and retained the Terms & Conditions, the Important Investment Notes, and Key Features of the Vantage ISA. Where I am investing in a fund or an ETF, I am doing so on the basis of the information contained in the Key Features, Simplified Prospectus or Key Investor Information Document provided to me on paper, CD rom or via www.hl.co.uk.

I declare that:

  • All subscriptions made, or to be made, belong to me and that I am 18 years of age or over.
  • I have not subscribed, and will not subscribe more than the overall subscription limit in total to permitted ISAs in the same tax year. I have not subscribed, and will not subscribe, to another Stocks & Shares ISA in the same tax year that I subscribe to this Stocks & Shares ISA.
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Hargreaves Lansdown If I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

I authorise Hargreaves Lansdown:

  • To hold my cash subscriptions, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash.
  • To make on my behalf any claims to relief from tax in respect of ISA investments.

The declaration and the information I will give in my application is correct to the best of my knowledge and belief and shall be the basis of the contract between me and Hargreaves Lansdown. I will notify Hargreaves Lansdown without delay of changes to these particulars. I have not received, and will not receive, advice from Hargreaves Lansdown.

In addition to the declaration please read the following statement regarding Hargreaves Lansdown's communications with you.

Hargreaves Lansdown Plc and its group companies will send or email you complimentary issues of our investment publications and information about new products and services. If you would prefer not to receive these, please do let us know. Your personal data will remain confidential, and will not be passed to any other organisation unless required to do so by law.

Managing your account Online By post
Change your Stocks & Shares ISA income instruction mouse Online pdf icon Print a form
Update your monthly subscription mouse Online pdf icon Print a form
Change the bank account for monthly payments mouse Online pdf icon Print a form
Change your regular savings investment choices mouse Online pdf icon Print a form
New investment Online By post
Open a Vantage Stocks & Shares ISA mouse Online pdf icon Print a form
Top up a Vantage Stocks & Shares ISA mouse Online pdf icon Print a form
Transfer into the Vantage Stocks & Shares ISA mouse Online pdf icon Print a form
Bed & ISA mouse Online pdf icon Print a form
Place a deal mouse Online pdf icon Print a form
Additional Permitted Subscription (APS) ISA application form mouse Online pdf icon Print a form
Additional Permitted Subscription (APS) ISA transfer form mouse Online pdf icon Print a form
  • All investments should be held for the long term. They can go down in value as well as up, so you could get back less than you invest. Any yield is variable and not guaranteed.
  • Tax rules can change and the reliefs depend on your personal circumstances.
  • Once in a pension your money is not usually accessible until at least age 55 (57 from 2028), up to 25% usually tax free and the rest taxed as income. There are no withdrawal limits although remember your pension probably needs to last throughout your retirement in order to maintain your standard of living.
  • The Vantage SIPP is for people who want to choose their own investments, without advice. Nothing on the website should be regarded as personal advice. If you have any doubts if an investment is right for you, please contact us for advice.
  • If transferring a pension, please ensure you won't lose any valuable guarantees or other benefits, or incur excessive exit fees.

Please read the HL Vantage SIPP declaration, Terms & Conditions (including tariff of charges), Important Investment Notes and the Vantage SIPP Key Features (including the Transfer and Contribution Checklists and Common Transfer Declaration) carefully. By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.

I confirm I am applying to join the HL Vantage SIPP. I agree to be bound by the Scheme Rules, and acknowledge that these have been made available to me by Hargreaves Lansdown.

I confirm that I will be a relevant UK individual in any tax year in which personal contributions are paid.

I declare that the total contributions that I will make to the HL Vantage SIPP and any other Registered Pension Scheme where I am entitled to relief under Section 188 of the Finance Act 2004 will not exceed the higher of:

  1. The basic amount (currently £3,600) or
  2. 100% of my Relevant UK Earnings (within the meaning of section 189 of the Finance Act 2004) for that tax year.

This declaration and the particulars given in this application are, to the best of my knowledge and belief, correct and complete.

If an event occurs which means that I will no longer be entitled to relief under to Section 188 of the Finance Act 2004, I will inform Hargreaves Lansdown Asset Management by 5th April of the tax year in which the event occurs or 30 days after the event if later.

If I make a contribution, of which part or all is not eligible for tax relief, I will notify you separately on or before the date of the contribution. I will advise Hargreaves Lansdown Asset Management Ltd, in writing, within 30 days if I cease to be a United Kingdom resident.

I have not received advice from Hargreaves Lansdown regarding the merits of entering into, or the suitability of any aspect of the HL Vantage SIPP unless that aspect has been covered under a separate agreement for individual advice from a Hargreaves Lansdown Financial Adviser. If I have any doubts I will seek personal advice, in particular regarding the merits of the various pension options I may have available to me now and in the future.

I allow Hargreaves Lansdown to process my application using the information provided. This declaration and any other declaration made by me in connection with this application shall be the basis of the contract between me and Hargreaves Lansdown Asset Management Ltd.

I confirm I have not registered with HM Revenue and Customs to protect pension funds built up from a potential Lifetime Allowance tax charge.

In addition to the declaration please read the following statement regarding Hargreaves Lansdown's communications with you.

Hargreaves Lansdown Plc and its group companies will send or email you complimentary issues of our investment publications and information about new products and services. If you would prefer not to receive these, please do let us know. Your personal data will remain confidential, and will not be passed to any other organisation unless required to do so by law.

Managing your account Online By post
Change your income instruction mouse Online pdf icon Print a form
Update your monthly contribution mouse Online pdf icon Print a form
Change your regular savings investment choices mouse Online pdf icon Print a form
Change the bank account for monthly payments mouse Online pdf icon Print a form
Place a deal mouse Online pdf icon Print a form
Complete a death benefit nomination form mouse Online pdf icon Print a form
New investment Online By post
Open a Vantage SIPP mouse Online pdf icon Print a form
Top up a Vantage SIPP mouse Online pdf icon Print a form
Transfer into the Vantage SIPP mouse Online pdf icon Print a form
Bed & SIPP (new SIPP) mouse Online pdf icon Print a form
Bed & SIPP (top up) mouse Online pdf icon Print a form
Set up employer contributions to the Vantage SIPP mouse Online pdf icon Print a form
Place a deal mouse Online pdf icon Print a form
  • All investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Before you invest, please understand the risks and Terms & Conditions (including Tariff of Charges) of your investment. The specific risks of any funds are detailed in the Vantage Key Features.
Managing your account Online By post
Change your income instruction mouse Online pdf icon Print a form
Update your monthly subscription mouse Online pdf icon Print a form
Change the bank account for monthly payments mouse Online pdf icon Print a form
Change your regular savings investment choices mouse Online pdf icon Print a form
New investment Online By post
Open a Vantage Fund & Share Account mouse Online pdf icon Print a form
Open a Vantage Fund & Share Account for a child mouse Online pdf icon Print a form
Top up a Vantage Fund & Share Account mouse Online pdf icon Print a form
Transfer into the Vantage Fund & Share Account mouse Online pdf icon Print a form
CREST transfer form (lodgement of share certificates) mouse Online pdf icon Print a form
Place a deal mouse Online pdf icon Print a form
  • All investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Remember tax rules can change and the reliefs depend on your child's personal circumstances.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Before you invest, please understand the risks and Terms & Conditions (including Tariff of Charges) of your investment. The specific risks of any funds are detailed in the Vantage Key Features.
Managing your account Online By post
Change the bank account for monthly payments
(for existing monthly payments only, please use the 'New Investment' forms below to start a new monthly payment plan)
mouse Online pdf icon Print a form
Change the registered contact mouse Online pdf icon Print a form
Amend a monthly payment plan
(for existing payments only. Please use the 'New Investment' forms below to start a monthly payment plan)
mouse Online pdf icon Print a form
Change your regular savings investment choices mouse Online pdf icon Print a form
New investment Online By post
Open a Vantage Junior ISA mouse Online pdf icon Print a form
Top up a Vantage Junior ISA mouse Online pdf icon Print a form
Start a new regular savings plan for a Vantage Junior ISA mouse Online pdf icon Print a form
Place a deal mouse Online pdf icon Print a form
Transfer to the Vantage Junior ISA mouse Online pdf icon Print a form
  • All investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
  • Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
  • Before you transfer, please understand the risks and Terms & Conditions (including Tariff of Charges) of your investment. The specific risks of any funds are detailed in the Vantage Key Features.
  • To transfer shares held with Capita, Computershare or Equiniti first complete their own transfer form from the list below.
  • Capita, Computershare and Equiniti may charge a fee for the transfer. Please check with them before returning your form to us.
  • Return your form to us with a cheque (if applicable) and a Fund & Share transfer form.
Transfer into the Vantage Fund & Share Account Download Print a form

Capita Financial Managers

Equity name Required forms
Legal & General Group Download Print a form
Standard Life Download Print a form
Saga Download Print a form

Computershare

Equity name Required forms
Aviva Download Print a form
Groupe Eurotunnel SE Download Print a form
IAG Download Print a form
Mondelez International Download Print a form
Myriad Group SA Download Print a form
Orange SA Download Print a form
South 32 Ltd NPV Download Print a form
Standard Chartered Download Print a form
Supergroup Download Print a form
Thomson Reuters Download Print a form
Virgin Media Inc Download Print a form
Vodafone Group Download Print a form

Equiniti

Equity name Required forms
AG Coco-Cola HBC AG Download Print a form
AstraZeneca Download Print a form
Banco Santander Download Print a form
Barclays (Sharestore) Download Print a form
BAE System Download Print a form
BT Group Download Print a form
Centrica Download Print a form
Easyjet Download Print a form
GlaxoSmithKline Download Print a form
Iberdrola Download Print a form
Lloyds Banking Group Download Print a form
Marks & Spencer Group Download Print a form
Pearson Download Print a form
QinetiQ Group Download Print a form
Royal Mail Download Print a form
Royal Dutch Shell (A&B) Download Print a form
Spire Download Print a form

Frequently asked questions


  • Before you withdraw money by electronic transfer you need to set up a Nominated Bank Account. This can be done online via our secure website, or in writing. For security purposes you will need to validate an addition or change of your Nominated Bank Account. When you add or change a Nominated Bank Account we will post a validation code to the account holder at their registered address. You then simply log in to your online account and enter the code to confirm the changes.

    Online withdrawals (from the ISA and Fund & Share Account): To withdraw money to your Nominated Bank Account simply log in, select the account you would like to withdraw from, go to the "Cash" section and choose "Withdraw money" from the quick links box. Payment will be made by Faster Payment and there is no charge for this service. The maximum you can request to withdraw online each day is £99,999 per product.

    Telephone: Having set up a Nominated Bank Account, you can call our Client Accounts Team on 0117 980 9801 with your Master Password to withdraw money from your account.

    Post: Please complete and return a Cash Withdrawal Form.

    Please remember that once money is withdrawn from a Vantage ISA it cannot be reinstated and you will permanently lose this portion of your ISA allowance.


  • If you are an existing client

    The quickest and easiest way to add money to your account is online with a debit card. In order to add money:

    • Log in, and your account (e.g. Stocks & Shares ISA) will be listed on the first page you come to.
    • Click the 'Top up' button next to the account you wish to add money to. This button is in the 'Actions' column.
    • Enter your card details and click 'Make payment'.

    Please note: If you are adding money to an ISA for the first time in this tax year, the payment will be referred to as an ‘opening subscription’. This money will, however, be added to your existing ISA.

    Alternatively, you can add money over the telephone with a debit card, or use an application form and cheque.

    Please ensure you have read the Vantage Key Features

    If you are not yet a client

    If you are not yet a client you can open an account and add money with your debit card as part of the application process. You can then top up your account quickly and easily at any time (subject to allowances and eligibility) by using the 'Top up' or 'Add money' buttons within your online account.

    Alternatively, you can open an account over the telephone with a debit card, or use an application form and cheque.

    Before opening an account, please understand the risks and Terms & Conditions (including tariff of charges) of your investment and ensure you have read the Vantage Key Features.


  • The type of unit you hold determines how any income generated from the fund's underlying investments is treated.

    With income units, income is paid out to fund holders as cash. This could provide the investor with an income stream or the cash could be reinvested to buy additional units.

    With accumulation units, income is retained within the fund and reinvested, increasing the price of the units. Generally, for investors who wish to reinvest income, accumulation units offer a more convenient and cost-effective way of doing so.


  • There is no charge for simply having a Vantage Account open. Charges are levied on the investment that you choose to hold within your Vantage Account.

    Find out more about our charges


  • Charges will be calculated based on the value of your chargeable holdings on the last day of the month and collected in the following month.

    Find out more about our charges


  • If you already have an account but have not yet registered for online access, please register here. If you applied for a Vantage account online you will have set up your Username and Master Password when applying (please note it can take up to one working day for your online account to become active).

    Step 1

    To log in to your account, first enter your Username in the box shown. This will be a combination of letters and numbers.

    Next, enter your date of birth in the format ddmmyy. For example, if you were born on 1st January 1970, enter 010170 (do not enter any spaces, commas or other characters).

    Step 2

    You will be asked to confirm 3 characters randomly selected from your Master Password when logging in to your account - this means you don't have to reveal your full password. You will never be asked to reveal your full password on our website, by phone or by post.

    The characters we ask for will change each time you log in. The three characters you need to enter will be shown in the dark blue boxes on the page. Simply select the letter or number from the dropdown list that represents that character from your password. The stars indicate the other characters from your Master Password that you are not being asked to quote at this time.

    When you have selected all three characters, select 'Log in'.


  • You can find your consolidated tax certificate online by selecting the ‘Portfolio History’ tab from the ‘My Accounts and Dealing’ overview page. The consolidated tax certificate will be included in the Spring Investment Report. Your statements will be listed under the heading ‘Statements, Valuations and Pension Illustrations’.

    Alternatively the Spring Investment Report can be accessed via the ‘Tax Centre’ page.


  • There is no charge for buying, selling or switching funds within your Vantage Account. Before purchasing a fund, you need to be aware of any initial charge of the fund less any discounts we offer. You should also be aware that certain funds will have a spread between the sell and buy price and certain funds may charge a dilution levy. Please refer to the factsheet of your chosen fund for more information

    Find out more about our charges


  • If you buy or sell a share online you will be subject to our online share dealing tariff. This ranges from £11.95 to £5.95 per deal and is based on the number of share deals you placed in your Vantage Account in the previous month.

    If you place a deal on the telephone or send us a dealing instruction through the post the dealing charge is 1% per deal with a minimum of £20 and a maximum of £50. Deals on the telephone can be placed by calling 0117 980 9800.

    Find out more about our charges