Our aim is to help you make the most of your money

Help using your account

• How do I withdraw money from my Vantage ISA or Fund and Share Account?

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  Please remember that once money is withdrawn from a Vantage ISA it cannot be reinstated and you will permanently lose this portion of your ISA allowance.

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• When will charges for holding investments be collected?

  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

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• How do I add money?

  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 and 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.

  • Top up your Vantage Stocks and Shares ISA
  • Top up your Vantage Fund and Share Account
  • Top up your Vantage SIPP

  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.

  • Find out more about the Vantage Service
  • Open a Vantage Stocks and Shares ISA
  • Open a Vantage Fund and Share Account
  • Open a Vantage SIPP

  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.

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• Is there a charge for having a Vantage Account?

  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

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