Frequently asked questions
Can I set up monthly cash savings?
Yes. Just follow these steps:
- Go to the account that you'd like to add the monthly cash savings to
- Navigate to the ‘Monthly savings’ tab and click on 'Add monthly cash saving'
- Follow the prompts on the screen to choose the amount of cash you want to add each month
Can I set up monthly savings into a fund?
Yes. Just follow these steps:
- Go to the account that you would like to add the monthly investment to
- Navigate to the ‘Monthly savings’ tab and click on 'Add monthly investment'
- Follow the prompts on the screen to choose the amount you want to invest each month and which fund to invest in
How do I amend/cancel a monthly saving?
You’ll need to be logged in to make any changes.
To amend:
- Select the relevant account and click the ‘Monthly savings’ tab
- Click ‘Edit’ next to the saving you wish to update
To cancel:
- Select the relevant account and click the ‘Monthly savings’ tab
- Click ‘Remove’ next to the saving you wish to cancel
- Click ‘Confirm’ to make the change
Changes made before the 15th will take effect in the current month. Changes made after this date will take effect the following month.
How do I set up monthly savings?
First you will need to login and go to the account you would like to set up monthly savings for.
There are two ways that you can contribute monthly. See more details here:
What is the minimum monthly amount?
The minimum amount for monthly savings is set at £50 as this is the minimum investment into most funds.
Can a monthly saving take me over my ISA allowance?
Don’t worry, if you’ve set up a monthly saving that will take you over your ISA limit, we will spot these, put it on hold and send you an email letting you know we haven’t processed it. Your saving will then restart automatically once you have unused allowance again, for example at the start of the new tax year.
