Bed and ISA
Our bed & ISA tool is a one-click instruction to sell assets in an GIA, subscribe the proceeds into an ISA or junior ISA, and then invest the cash in the ISA.
There is no extra charge for this and virtually no out of market time between sales and buys.
Creating a favourite funds list
Create your own list of funds to use in research, building model portfolios and buying and selling.
Ad-hoc selling and withdrawing
This video will show you how you can request an ad-hoc withdrawal that is funded by asset sales. The withdrawal will ‘queue’ while the sales complete and will then get paid out automatically.
How to invest cash
There may be times where you will need to invest cash from a client’s account, especially if you’re not using the automated investment tool. Watch this video to find out how you can easily to do this.
How to sell assets
Whether you want to make a sale to make a withdrawal or to create cash in a client’s account, this video will show you how.
Investing into a DFM model manually
Most new investments are now done automatically as part of the online application process. However, in the instance of an existing account or an in-specie transfer, you can manually invest in a DFM model following the instructions in this video.
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