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There were 53 questions found for your query: (Page 2 of 3)     Prev | 1 | 2 | 3 | Next


  1. How can I find how my fund is performing?How can I find how my fund is performing?
    You can monitor the performance of a particular unit trust or OEIC through most national newspapers or by using internet services such Interactive Investor's online portfolio service. Fund p ...
  2. I know that a stock has changed name or ticker symbol, will this be automatically reflected in my portfolio?I know that a stock has changed name or ticker symbol, will this be automatically reflected in my portfolio?
    No. What you will need to do is firstly click onto the "corporate Actions" tab that appears in the main navigation bar for that stock. This will tell you the current actions that have been passe ...
  3. Is it possible to enter or track "short positions" in Quotestream or the Web Portfolio? Is it possible to enter or track "short positions" in Quotestream or the Web Portfolio?
    The addition of "short positions" (negative shares) is currently available on our system. In the Quotestream Desktop application, you will note that the "# Shares" column will reflect a red down ...
  4. How can I receive a daily summary for London Equities stocks via email?How can I receive a daily summary for London Equities stocks via email?
    In order to receive a daily summary (bid, ask, price, change etc) of a stock's closing details simply click onto the "Alert" tab which appears to the left of the stock within the main portfolio ...
  5. Current known issues with Quotestream Desktop (new Level 2 service)Current known issues with Quotestream Desktop (new Level 2 service)
    We believe our new Level 2 terminal, "Quotestream", surpasses our previous Level 2 service and were aware of a growing number of complaints regarding data falling behind the market.For that reason ...
  6. What is a Regular Trade?What is a Regular Trade?
    A Regular Trade is one that you set up to occur on a regular basis, typically monthly. For share trades we call it our Portfolio Builder service. For Funds trades it is our Funds Builder product.Y ...
  7. When I click on the Buy button within Portfolio I get an error or the page cannot be displayed?When I click on the Buy button within Portfolio I get an error or the page cannot be displayed?
    This could be due to the version of the web browser that you are using. You can try and fix this by either updating the security settings or upgrading your browser. Technical help on how to do t ...
  8. What have you got planned for the future?What have you got planned for the future?
    We have a roadmap for the portfolio to make it the premier tool for managing and planning your financial future. In the short term we will integrate the new money centre search tools to allow yo ...
  9. What do the Bid and the Ask refer to within the portfolio?What do the Bid and the Ask refer to within the portfolio?
    If you want to buy an investment, you pay the Ask (or the offer) price and if you want to sell, you pay the bid price. The Ask is higher than the bid price and the difference between the two is ...
  10. How easy is it to deal?How easy is it to deal?
    Dealing is very straightforward. Simply log on to the Interactive Investor web site, find the stock you wish to trade using the Quote, or Portfolio service. Click on the Buy/Sell text link, and fo ...
  11. A stock/fund that is in my portfolio is now displaying with the price details as n/a - why is this?A stock/fund that is in my portfolio is now displaying with the price details as n/a - why is this?
    There could be a number of reasons why this would occur but ultimately it is because there is no data behind the feed for example when a stock has altered its name or ticker symbol then the price ...
  12. Which price does Interactive Investor use for the portfolio valuation and profit calculation?Which price does Interactive Investor use for the portfolio valuation and profit calculation?
    This depends on the type of portfolio entry (i.e. London Equity, Unit Trust etc.). The table below shows on what basis the value of each investment is calculated. If the first price in the list is ...
  13. I have changed my email address and/or other personal details, How do I alter these with Interactive Investor?I have changed my email address and/or other personal details, How do I alter these with Interactive Investor?
    In order to update any of your personal details, click onto your name near the top of portfolio screen. Alternatively you can click onto the "My profile" link which appears on the homepage and t ...
  14. How should I search for warrants on the portfolio system?How should I search for warrants on the portfolio system?
    Bonds and gilts are often listed with truncated titles. This means that entering the whole title will result in "no match found" being returned. The best way to see if we list the bond and/or gi ...
  15. What is the difference between my username and my full name?What is the difference between my username and my full name?
    The username and password are used to gain access to the website whereas your full name will be displayed at the top of your portfolio once you access it.
  16. How do I switch between portfolios in Quotestream?How do I switch between portfolios in Quotestream?
    By using the upper left dropdown box, you can quickly switch between any portfolios that you have created:
  17. How are Corporate Actions on the shares held in my account handled?How are Corporate Actions on the shares held in my account handled?
    You will receive an e-mail when there is a corporate action on a stock held in your portfolio. Once you have logged on to the Share Dealing Service, select the 'Manage My Account' tab and you can ...
  18. How can I change my Nickname or the name which is displayed in my portfolio?How can I change my Nickname or the name which is displayed in my portfolio?
    At the moment you can't.  We may introduce a facility where you will be able to change your nickname but this is not likely to happen for some time.If however you really need to change your n ...
  19. What are the benefits of the Interactive Investor Unwrapped Account?What are the benefits of the Interactive Investor Unwrapped Account?
    Low charges. Online placement of buy and sell orders. Three methods of payment available Direct Debit, Debit Card and Cheque. Transfer existing investments to an Interactive Investor Acc ...
  20. Annual chargeAnnual charge
    Most funds charge an annual fee for the management of the assets – this is known as the AMC. Different fund charges range from 0.1% to 2%, with most being between 1% and 1.5%. This charge is ...
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