Investor Portfolio Service

Phone: 0345 272 0089

Call charges will vary

We may record and monitor calls

Lines open: Monday to Friday 9am to 5:30pm


Need help? Download our user guide


The 2014/2015 tax year ends on 5 April 2015. To allow us to process transactions before this date, please ensure postal applications reach us by 8.00 am on 1 April 2015 for Unit Trust/OEIC to ISA Switches, and 8.00 am on 4 April 2015 for Lump Sums. Online Lump Sum applications must be completed by 11.30 pm on 5 April 2015.

The features and benefits of the secure Investor Portfolio Service (IPS) are only available to customers who have registered to use the service. Why not follow the instructions below and register today to take advantage?

Already an Investor Portfolio Service customer but not yet registered for this online service?

Please click on the 'Register' button on the right hand box below, complete the details required then look out for your temporary password arriving through the post.

Just received a password from us through the post and accessing the site for the first time?

Simply enter your client reference number, date of birth and the temporary password you received through the post in the 'Customer log in' area below, then follow the on screen instructions. Please note that your client reference number can be found on your statement or policy documentation and starts '50'.

Already registered for the online service?

Simply log on by completing the details in the 'Customer log in' area, then press the 'Log in' button.

Customer log in

Customer Login

Not yet registered?

By registering for the secure Investor Portfolio Service (IPS) you can:

  • Buy an ISA and Investment Funds
  • Top up your existing ISA and Investment Funds
  • Switch funds within your ISA or Investment Funds
  • Sell funds within your ISA or Investment Funds
  • View a summary of IPS products you hold
  • Manage your existing monthly payments
  • View your transaction history