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  1. How do I log on?How do I log on?
    You will receive your login and password as soon as your account has been approved.Access the Online Trading Platform at www.iii.co.uk/cfd you will then be asked for your account number and passwo ...
  2. Where can I find my SIB or my FSA number – and why do you need them?Where can I find my SIB or my FSA number – and why do you need them?
    You can provide us with either your SIB or your FSA number as a unique identifier of your IFA status. You should find these numbers on any correspondence you receive from the FSA, or by contacti ...
  3. How do I open an Equity ISA Account?How do I open an Equity ISA Account?
    For New CustomersYou open an account in a similar way to opening a share-dealing one. Click the Apply Now box on the Share-dealing page  (found on the Navigation on the LHS of the page). ...
  4. How do I buy an ISA online?How do I buy an ISA online?
    There are two stages of login. The first stage is to access the general website to research funds and shares and read our extensive editorial. You have to register on the site to do so and you the ...
  5. Do I need a National Insurance Number to open an ISA?Do I need a National Insurance Number to open an ISA?
    You will need a National Insurance Number in order to open an ISA (except if you are one of the persons described below). If you do not have a National Insurance Number and you do not fit into a c ...
  6. Why is my profit a very high negative number?Why is my profit a very high negative number?
    You may sometimes have a very high incorrect negative number in the profit column. This is usually because the purchase price was entered in pence rather than pounds. In order to rectify this cl ...
  7. What is the minimum investment for a dealing account?What is the minimum investment for a dealing account?
    There is no minimum investment for a dealing account, but you must have sufficient cleared funds to place any buy orders or to transfer any cash out of your account. (Please note that the estimate ...
  8. How do I invest in these funds?How do I invest in these funds?
    There are a number of different ways of investing in unit trusts and OEICs. You can invest through tax efficient accounts such as ISAs or you can invest directly in any chosen fund. With Interacti ...
  9. Can I withdraw cash from my Equity ISA by selling my investments?Can I withdraw cash from my Equity ISA by selling my investments?
    You can sell your investments online. The sale process will take 6 days to settle and then a BACs payment will be made automatically into your nominated bank account within 3 days.  ...
  10. How do I open an account?How do I open an account?
    If you have not already done so, register on the Interactive Investor web site to get your Interactive Investor username and password. Then navigate to the 'Apply Now' button in the Interactive I ...
  11. What are the CAT standards for stocks and shares ISAs?What are the CAT standards for stocks and shares ISAs?
    Charges: an annual charge no more than 1% of fund’s net asset value. Access: a minimum contribution of not more than £50 per month or £500 per year. Terms: at least 50% o ...
  12. What are the definitions of the use of SMA and EMA in your "Moving Averages" field of the Interactive & Comparative Charts?What are the definitions of the use of SMA and EMA in your "Moving Averages" field of the Interactive & Comparative Charts?
    SMA = Simple Moving Average (A simple, or arithmetic, moving average that is calculated by adding the closing price of the security for a number of time periods and then dividing this total by t ...
  13. I have forgotten my usernameI have forgotten my username
    If you have forgotten your username please contact us using the link below. Please provide your full name; the email address used when registering; and a daytime telephone number.If you no longer ...
  14. What's meant by pooled nominee holdings?What's meant by pooled nominee holdings?
    There are a number of different ways of investing in unit trusts and OEICs. Normally if you invest directly with the fund manager or through a fund provider - units/shares are registered in your ...
  15. What do I do if my personal details change?What do I do if my personal details change?
    For address and contact number changes, please contact client services on 0845 077 1172 . You can change your email address online via the trading platform under the Account Ta ...
  16. When I add a Gilt to my portfolio the Value figure seems to be an overly large figure. Why is this?When I add a Gilt to my portfolio the Value figure seems to be an overly large figure. Why is this?
    Gilts are priced slightly differently from other investments within the portfolio and therefore when you enter the price and unit information you will need to follow these guidelines. Gilts are ...
  17. How do I change my payment details?How do I change my payment details?
    If you would like to change your Debit Card details or change your payment method from Direct Debit to Debit Card then please contact Interactive Investor Share Dealing Customer Services on 0845 8 ...
  18. How do I fund my account?How do I fund my account?
    The easiest way to fund your account is by using the Fund your Account link under Account on the trading platform using your Debit Card Alternatively you can use the following options: Bank T ...
  19. Is there a limit to the number/value of shares I can buy through a TradePlan?Is there a limit to the number/value of shares I can buy through a TradePlan?
    There are no limits for the UK and US markets, but in the UK market makers may not be prepared to accept trades in larger sizes under certain market conditions, and therefore your order may only b ...
  20. Are there limits for the number/value of stocks I can purchase?Are there limits for the number/value of stocks I can purchase?
    There are no absolute limits, however a trade may not execute in large sizes depending on the volatility or liquidity of certain stocks. These limits are at the discretion of the market itself, an ...
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