here to help you, just choose one of the following:
talk directly to a member of staff, who can help you open your account.
help & support
type in your question and get an answer quickly
got a question about your application?Just call us on0800 138 1900
Lines are open Monday to Friday 7.45 to 17:30
OK, I can take you through our Customer welcome process, which will take about 5 or 10 minutes. In order for us to prove your identity, open your account and allow you to possibly trade the same day with us, we ask that you:
The full distance marketing disclosure mandates the information that the Financial Conduct Authority considers a firm should provide to a client before entering into a financial services contract. However, the regulator recognises that providing a customer with a huge volume of legal information over the telephone could be potentially confusing, and therefore allows firms to provide a “cut-down” abbreviated version, which covers the most essential information, which is in summary"
The financial service we will provide you with will be an execution-only dealing service, which means we will not provide investment advice for you.
Full details of the costs of the service are documented in our Rate card which will be posted/e-mailed out to you in due course, and is available on our website.
Please be aware that if you do not use the account to trade, and your account valuation is below £15k (Stock and cash) or £10K (funds) you will be charged £20 + VAT every 6 months.
Please be aware that if your account valuation is below £5100 you will be charged £30 +VAT in June.
You can cancel the account at any time and no closure fees will apply. However, this right to cancel does not extend to any trades and/or foreign exchange transactions you have placed. Obligation to settle these in full will still apply.
Further information describing the nature of the service (including investments and risk warnings) is set out in our Terms of Service. Should you have any questions, please contact us by phone, email or letter.
Before I can start the Account Opening process, you can view the Terms of service on our website that will form the contract between yourself and us and upon which we intend to rely.
For your own benefit and protection you should carefully read these Terms of Service, as well as our Best Execution Document, before you start to trade. If you do not understand any point please ask for further information.
Please confirm that you understand this statement and agree to continue with your application on this basis.
I just need to mention that this call is being recorded and may be monitored for training purposes.The information you provide will only be used for the purposes of this application.
I also need to let you know that we will check your details with a fraud prevention agency. If false or inaccurate information is provided and we suspect fraud, this will be recorded and may be used by us and other organisations to prevent fraud and money laundering.
Full details explaining how your information may be used is contained within our Customer Terms of Service, which can be found online at http://www.iii.co.uk. Is that ok?
Please be aware that in addition to our own fees and charges, there may be other taxes and/or costs levied by third parties which are not paid by us and we will pass onto you – such as Stamp Duty Reserve Tax, which we will collect on behalf of HM Revenue & Customs
Without your consent I’m unable to continue with your application. A copy of our terms can be found on our website. Alternatively I can send you an information pack, which contains an application form and a copy of our terms.
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C/O Compliance Officer
To open an account with Interactive Investor you need to fund it with a minimum of £100 by debit card, deposit shares or transfer shares to us from another broker.
How would you like to make your initial funding payment?
as you have lived at your current address for less than three years, we also need your previous address
Any funds in your SIPP that you move into drawdown are classed as ‘crystallised’, whilst any funds that you don’t move into drawdown are ‘uncrystallised’.
A range of ready-made investment options called 'investment pathways' have been introduced to help you invest your pension money in a way that's appropriate to your personal financial objectives. Please explore the investment pathways and other
options before deciding how to invest your drawdown funds.
- View Cash Warning Statement PDF
Please provide your debit card details.
Stored payment information (stored credentials) are used to process recurring or one-time payments that cannot be processed immediately. By accepting these terms, you authorise interactive investor to store credentials in compliance with payment processing regulations for use at a later time. The agreement is valid for 4 years or until the expiry date of the card, whichever comes first. Updates to the payment terms of service are communicated in accordance with clause 16.2 in our terms of service.
You can cancel a scheduled transaction or request a refund by contacting our customer service team on 0345 607 6001. Our lines are open from 7:45am - 5:30pm, Monday to Friday. Alternatively, you can write to us at the following address:
please provide your debit card details. we will verify that the card is valid and registered to the current address of the second applicant
no card payment will be taken and its details will not be stored
Due to your age being over 75 years you can only fund your account by transferring an existing SIPP or Pension. On completion of this application for you will be presented a Pension transfer form.
Clicking 'Complete Application' below will open your SIPP Account
An individual is a relevant UK individual for a tax year if he/she:
For an individual between b to e above, who does not have relevant UK earnings, the maximum member contribution is the basic amount (£3,600 gross for the 2020/2021 tax year and from then on until the government notifies otherwise).
Relevant UK earnings are:
Relevant UK earnings are to be treated as not being chargeable to income tax if by virtue of section 2(1) Taxation (International and Other Provisions) Act 2010 (double taxation arrangements), they are not taxable in the United Kingdom. To the extent that they are not chargeable in this way, they will also not count towards the annual limit for relief.
Interactive Investor Services Limited ("Interactive Investor") is required to comply with the provisions of the General Data Protection Regulations (“GDPR”) in relation to the use of your personal data.
In most cases you are not obliged to provide any personal data to us, but if you have requested information or a service from us, we will not be able to provide it without certain information, such as your contact details. If you order a service from us (whether online, over the phone or in writing), it will be a statutory requirement for us to obtain, and a contractual requirement for you to provide, certain information so that we can verify your identity in order for us to meet our obligations under the Money Laundering Regulations 2007 and any other applicable legislation for the purposes of crime prevention and credit risk reduction. You are obliged to provide this information in order for us to provide the service and, if you fail to provide it, we will be unable to provide the service.
Our processing of the data you provide will include transferring the data to 3rd parties including credit reference agencies for a credit reference check and others to allow us to verify your identity.
Your personal data will be retained by Interactive Investor to administer your account.
arranging contributions from your employer into your ii SIPP is done by completing a form that you will need to print, fill out and send to us in the post.
this form will be available to you to download after you’ve completed your application