All you need to know about being with ii

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Getting to know your ii account

When you log into your account, the portfolio overview page shows a summary of your accounts and investments.

Using the menu at the top of the screen, you can easily access everything you need.

  • The Find & Invest button lets you search for an instrument.
  • The portfolio menu lets you view your investments, set up dividend reinvestment or view your watchlist, transaction history and price alerts, or transfer holdings from another provider
  • The cash menu lets you: add or withdraw cash, manage your payments, convert currency.
  • The research menu gives you access to company and market information as well as different tools to help you make informed decisions about your investments. It also includes News.
  • The pensions menu lets you open a new SIPP or manage an existing account. This also includes how to take benefits from your SIPP.

You can place a trade using your online account:

  • Click Find & Invest from the menu and search for the instrument you wish to trade.
  • Then click the Place an order button. 
  • Enter either the quantity of shares or cash amount you wish to buy or sell.
  • Click Preview to get a quote for your order which is valid for 15 seconds.
  • If you are happy with the price, click Place Order to confirm your trade.

Please note that you will need to get set up for international investing before you can trade US and other international shares.