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Open a Fund and Share

Your portfolio

Investment goal:

Risk level:

Investment account: Fund and Share Account

Amount invested:

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Fund and Share Account Application

Filling in the application takes about 10 minutes. Add £1 or more to get started.

Before opening an account, you should be:

  • Comfortable choosing your own investments
  • Confident making long-term investment decisions
  • Free from significant debt (other than a mortgage)
  • Clear on our charges and how you’ll be affected by tax

If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.

What you need to know

  • Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
  • To open an account online, you’ll need to live in the UK and be a UK resident for tax purposes. If you’re not, please contact us so we can check if you are eligible to open an account.

What you need to have to hand

  • Your National Insurance number.
  • Your debit card details, if you’d like to open your Fund and Share Account with a lump sum. The minimum amount is £1.
  • Your bank details, if you’d like to set up a Direct Debit. The minimum monthly amount is £25.

By opening a Fund and Share Account, you agree to our terms, so please make sure you’ve read and understood our: , Terms and Conditions with Tariff of Charges (PDF), Important Investment Notes and Key Features (PDF). Please contact us if you have any questions.

Open your Fund and Share Account by phone

Call us on 0117 980 9950

See opening times

Open your account by post

Request application form