How to use the ii platform

Getting to know your ii account

We want to make investing easy - and it all starts when you log in and see your portfolio overview page.

• The ‘cash & transfers’ menu lets you add cash, withdraw or transfer cash, manage your payments, convert currency or transfer holdings from another provider.
• The ‘portfolio’ menu lets you return to the overview page, view your investments, set up dividend reinvestment or view your watchlist, transaction history and price alerts.
• The ‘trading’ menu lets you place a trade, set up free regular investing and view any open orders. For a quick price, use the quote bar at the bottom of your screen.
• 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.
• The ‘SIPP’ menu lets you open a new SIPP or manage an existing account, including how to take benefits.

Funding your account

We’ve made funding your account simple:

• Log in securely and select ‘add cash’ from the ‘cash & transfers’ menu
• Add a debit card to your account
• Choose the account you wish to top up and amount you wish to deposit

When you want to withdraw or move money from your investments, simply follow the guidance on the ‘withdraw/transfer cash’ page.

Placing a trade

You can buy or sell investments in a few simple steps:

• Click on ‘trade now’ from the ‘trading’ menu
• Select the type of investment and the account you wish to trade in
• Find the investment you want to trade using its name, symbol or SEDOL code
• Decide whether you’re buying or selling, and whether you’re trading by shares or cash
• Finally, enter the quantity you wish to buy

You then have the option to change the settlement period and order type before previewing and placing your order.

Regular investing

Regular investing is free with your account, and allows you to top up your investments monthly.

• Select the ‘trading’ tab and click ‘free regular investing’
• Choose your account, click ‘edit investments’ then ‘add investments’
• Type the name of a UK equity, investment trust or ETF; or select ‘UK funds’ and search using the investment’s fund name or manager
• Once you’ve chosen your investment, enter the amount you wish to invest regularly – this can be from as little as £25 per month

Click ‘continue’ and you will go back to the ‘free regular investing’ page. Here you can edit and manage investments before saving your changes.

Changing your service plan

If you plan on making lots of trades, we offer two additional service plans to help reduce your costs.

You can review or change your service plan quickly and easily:

• Click on ‘account’ in the top right corner of your account screen and select ‘service plan details’
• Review your current service plan, and scroll down to see details of our other plans
• Select a new plan and review the example monthly costs table
• Choose whether you want payment for your new plan to be taken from your Trading Balance or by Direct Debit

Click ‘continue’. Your service plan will be changed, and you will see an on-screen confirmation of the change which will take effect immediately.