Welcome to interactive investor.

Our refer a friend offer is a small way of thanking customers for recommending us, and a great welcome for you. Terms apply

The offer

We will reward the referrer with £100 and their friend up to a full year of our service for free.

For more information please read the terms and conditions.

How it works

  1. Register for the offer before opening an account
  2. Open an ISA, SIPP and/or Trading Account
  3. Transfer or fund with at least £10,000 in combined cash/stock across the accounts

Once you have qualified, we’ll confirm both of your rewards by email.

Why choose ii?

We are here to help you control your financial future and achieve financial independence. Other providers will charge you a percentage of your total investments. With us, our flat fees stay the same even as your investments grow, meaning you can keep more of the money you make.

Get started today

Qualify for the offer in three easy steps...

1

Register your details

register now

2

Open an account

join ii

3

Add cash or transfer

login

Risk Warning: The price and value of investments and their income fluctuates: you may get back less than the amount you invested. If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial adviser. Please note, the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future. If you are uncertain about the tax treatment of the products you should contact HMRC or seek independent tax advice.

Refer a friend offer terms and conditions

  1. The refer a friend offer is open to customers of Interactive Investor Services Limited (“ii”, “us”, “we” or “our”) who are UK residents aged 18 years or over and have a Trading Account.
  2. Subject to these terms and conditions, the offer is to:
    • pay an existing ii customer (the “referrer”) £100 (the “referral fee”) when a person they refer (a “friend”) opens a new ii SIPP, Stocks and Shares ISA or Trading account.
    • not charge the friend a Service Plan and SIPP fee (as applicable) for up to one year (the “fee free period”) from the date their first account is opened.
  3. The friend must not be an existing ii customer
  4. The friend must open and fund an ii SIPP, Stocks and Shares ISA or Trading Account with £10,000 or more (the “qualifying criteria”). Accounts can be funded using cash deposits or transfers from another provider.
  5. The friend will be charged for any open accounts in accordance with our standard rates and charges until all of the qualifying criteria have been met.
  6. The fee free period will expire on the anniversary of the date on which the friend opens their first account (regardless of the date on which the qualifying criteria are met).
  7. A maximum of six (6) referral fees can be paid to each referrer under the offer.
  8. A referral will only be accepted if it is in the format specified by ii from time to time.
  9. The referral fee will be credited to the Trading Account of the referrer, and the fee free period will begin for the friend, within 5 working days of the qualifying criteria being met.
  10. All our existing product terms and conditions apply in addition to the terms and conditions specific to this offer.
  11. If the friend account is closed or transferred out within 12 months of being opened, we reserve the right to reclaim the referral fee from the referrer.
  12. By participating in the offer all participants agree that ii will not be liable for any costs, expenses, loss or damage sustained or incurred by any participant with regards to the offer.
  13. A referral fee will not be paid if the referrer is no longer an ii customer when the referral fee is due to be paid or if the referrer has applied to transfer an ii account to another provider when the referral fee is due to be paid.
  14. A referrer may not refer themself.
  15. There is no alternative to the offer.
  16. Any personal data processed by ii in connection with the offer will be processed in accordance with ii’s privacy policy here.
  17. After the offer has ended, the Service Plan charge and/or SIPP fee the friend will be required to pay will be as set out in our rates and charges.
  18. All other rates and charges are not subject to this offer and shall continue to apply notwithstanding.
  19. We reserve the right to alter, withdraw or amend this offer and/or these terms and conditions at any time without prior notice.
  20. This offer is governed by the laws of England and Wales.
  21. All participants to this offer agree to be bound by these terms and conditions.
  22. ii is the promoter of this offer. The registered office for ii is 201 Deansgate, Manchester, M3 3NW.