Migration login support

Welcome to interactive investor

We’re happy to have you. Get to know interactive investor and continue building a successful future with our support.

Getting to know us

At interactive investor – or simply just ii – we strive to help people achieve their financial goals. Over the last 30 years, we’ve welcomed over 500,000 customers, with over £100bn of assets under administration.

Our focus is on providing our customers with great value, choice and service. It’s why we offer one of the widest ranges of investments on the market, so whatever type of investor you are, there’s a solution to suit you.

Get your account ready

You’ll need to follow the steps to set up a new ii password. We'll use the email address attached to the account of your previous provider.

If you still need to register your email address or amend any other details (such as your mobile phone number), please contact us on us on 0345 607 6001 (or +44 113 346 2309 from overseas)

If you need assistance with logging in for the first time, please call us on 0345 607 6001.

After logging in, check that all your personal details are correct.

Now you’ve got your ii account set up you can start making the most of it. You can add a debit card, set up regular investing, and access all our helpful resources.

What if you don't have any account details?

For help accessing your account or updating your contact details, please call us on 0345 607 6001 (or +44 113 346 2309 from overseas).

If we have your correct mobile number and you can access it, we’ll be able to verify your identity during the call and update your details straight away.

If your mobile number is missing, out of date, or you can’t access it, please get in touch with us. We’ll send a verification letter to your registered address and guide you through the next steps to update your details.

FAQs

interactive investor - or simply just ii - is the UK’s leading flat-fee investment platform. Over the last 30 years, we’ve welcomed over 500,000 customers, with over over £100bn of assets under administration.

Find out more about us and how we strive to help people achieve their financial goals.

You’ve been moved to us without any contact preferences set, so we’ll only send you communications about the service you receive. We’ll use the contact details we have on your account.

If you’d like to stay in the loop and be one of the first to know about any ii updates, benefits and offers, you can change your contact preferences here. Alternatively, follow these steps:

Log in to your ii account
Go to ‘Profile’ (with the person icon in the top-right corner)
Choose ‘Manage profile’, then ‘Details & preferences’
In the ‘Your Preferences’ section, select ‘Update your preferences’
Here, you can choose whether to receive updates from us by either email or phone in the ‘Contact permission’ section

As part of your move to ii, we’ve carried over five years’ worth of your statements and other account documents from your previous account.

You can find these online. To access, log in, click the person icon, go to ‘Profile’, then ‘Manage Profile’, and select ‘Documents’.

The date your account was migrated depends on the company you were previously with. Some companies also had separate dates for data and asset migrations.

The Share Centre (TSC):
· February 2021 – majority of accounts
· 27-28 November 2021 – remaining accounts

Alliance Trust Services (ATS):
· 14-16 October 2019

Aberdeen Investment Trust Savings Plans (previously known as 'abrdn Investment Trust Savings Plans'):
· 18-19 November 2023 – data
· 9-10 December 2023 – assets

EQI:
· 22-23 May 2021 – data
· 26-27 June 2021 – assets

Some accounts were moved to another provider. If your account is now with another provider, please contact them, or your previous provider, with any questions about accessing it, as we won’t be able to help you.

The following accounts from The Share Centre (TSC) have moved to another provider:

Lifetime ISAs, Stakeholder Child Trust Funds, and Protected ISAs have moved to OneFamily
SI Capital service accounts have moved to Jarvis Investment Management. If you have any questions, please contact your broker at SI Capital.
Just Loans Group accounts have moved to Logic Investments
Non-stakeholder Child Trust Funds and Protected ISAs have moved to Killik & Co

The following accounts from EQI did not migrate to ii:

Child Trust Funds
Lifetime ISAs
Deceased accounts with appointed executors
Accounts closed prior to 8 March 2021

The following accounts from ATS did not migrate to ii:

Accounts that had an IFA (Independent Financial Advisor) or a selling agent and were open as of December 2020, moved to Embark
Partnership accounts with Trustees and were open as of December 2020, moved to Embark

Rest assured, the security of your cash and investments is our highest priority. Your cash and investments are also protected up to certain limits by the Financial Services Compensation Scheme (FSCS).

More details on this can be found in our security hub.