Using your account
Useful forms
Before you start: how to return your forms
- The easiest way to send PDF or paper forms is by secure message - find out how.
- Forms sent to us by post may take longer to process.
United States dealing (W-8 forms)
Before you can buy US listed shares, you need to complete a W-8BEN form.
You can complete this online by logging in and visiting our Useful Forms page.
Alternatively, you can print and complete a paper W-8BEN form, then scan and return by secure message from your online account. Please be aware that this will take longer to process.
The form must be completed in sole name only. If you are a joint account holder, we require a separate W-8BEN for both account holders. Junior ISA accounts require a form to be completed in the child’s name, in addition to the form(s) required for the linked Registered Contact.
Trading Account, ISA, Junior ISA
View 'W-8BEN - guidance notes' (PDF)
Please note – If you are yet to trade on an International Market with us, you may be required to first upgrade your account before submitting your W-8BEN. To upgrade your account and enable International Dealing, please log in and go to:
account > personal details & preferences > Upgrade Your Accounts
Company Account
W-8BEN-E form (PDF)
Instructions for W-8BEN-E form (PDF)
Investment Club Accounts
A UK investment club would typically be classed as a non-withholding foreign simple trust for the purposes of QI, but you should assess your own specific circumstances in conjunction with the official IRS instructions.
Please download and complete the W-8IMY forms below.
Per member
In addition to the W-8IMY and Withholding Statement, investment clubs are required to complete a W-8BEN form per individual member.
Please ensure you read the guidance notes prior to completion.
Instructions for Form W-8IMY (PDF)
W-8IMY Withholding Statement (PDF)
Other Account Types
If you need a form for another account type, please email us.
For further information and official guidance please visit the IRS.gov website.
Asset Transfer form - Transfers from a U.S. Transfer Agent, Canadian Broker or Canadian Transfer Agent
If you wish to transfer your assets held with a U.S. or Canadian Transfer Agent to us, you will need to download, complete and return the form below.
The transfer process is usually completed within 6 weeks, however it can take longer depending on the investments you hold.
Please provide a Statement of Holding (DRS) no older than 90 days for each of your assets when returning your completed US or Canadian Asset Transfer form.
Important – please note that we are unable to accept transfers from a U.S. Broker.
Upgrade your account online
If you already have an account with us, you can access a whole range of services and new markets by upgrading your account online today. Simply login and select 'add an account' from the 'account' menu.
Book cost form
You can add or amend your own book costs online. Once logged in select 'investments' from the 'portfolio' menu and follow the instructions on the page.
Alternatively you can download the Book Cost form, complete and return it to us and we will update your book costs for you.
Company Trading Account forms
Please complete, download and return the form below to add each new Director / Beneficial Owner to your Company Account.
Direct Debit forms
We recommend you use our simple online forms to give us any direct debit instructions.
Where to look?
Login > account > service plan details
Login > trading > free regular investing
If you are unable to access these, please use the downloadable versions below.
To pay any regular account fees or fund your regular investments by Direct Debit then please complete and return the relevant form to us. Returning a form will be considered an instruction to change your account paying preferences and you will be notified in writing once this has been set up.
Fee Payments Direct Debit form (PDF)
Regular Investment Direct Debit Form (PDF)
CREST Transfer form
Certificated Transfers
If you hold UK Share Certificates you can deposit them in your account allowing you to consolidate all your holdings electronically. You need to complete and sign a Crest Transfer Form for each line of stock held and return to us with your share certificates. Please ensure the details on the form match your certificates exactly, irrespective of spelling mistakes.
Gift of Shares Transfer
If the certificates you hold are in a single name, and you hold a joint account with us, you will also need to complete the Gift of Shares Transfer Form in order for us to deposit your shares.
Power of Attorney Registration Form
To register the person(s) named on the Power of Attorney to administer one or more existing interactive investor account on behalf of the donor(s) named on the Power of Attorney.
Source of Wealth
If you are required to submit further details concerning your source of wealth, please choose the relevant form and accompanying guidance that outlines the information we need from you.
- Additional information form and Guidance for individuals and companies*
Additional Information Form and Guidance | Individuals and Companies (PDF)
*When completing for a Company Account, all sections of this form must be completed by the individual who has authority to act on behalf of the company. Please provide responses as the individual representing the organisation.
- Additional Information Form and Guidance for Joint Account holders
- Additional Form & Guidance for Gift Declaration
Additional Information Form & Guidance | Gift Declaration (PDF)
Please fill out the appropriate form by responding to the requested questions and providing supporting documentation to verify the recent funding of your account(s).
Additionally, ensure that you reply to your original secure message with the necessary attachments.
Self-Certification forms
UK Tax regulations* require the collection of certain information about each account holder's tax residency and citizenship status.
*The term ‘tax regulations’ refers to regulations created to enable Automatic Exchange of Information and include the various Agreements to improve the International Tax Compliance entered into between the UK and the rest of the world. Specifically this refers to the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).
Self-Certification Form and Guide for individuals (PDF)
Self-Certification Form for entities (PDF)
Additional Permitted Subscription (APS)
Since 3 December 2014, where a person holding an ISA dies and that person was married or in a civil partnership, the surviving spouse/civil partner is entitled to make contributions to their ISA, up to the value of the deceased’s cash and investments within their ISA. This is an additional allowance, independent of the normal annual ISA allowance. This is known as the Additional Permitted Subscription (APS) allowance.
Please complete this form to proceed with a transfer under APS.
Executor Instruction form
Please complete this form to register all named executors/administrators of the estate and to tell us how you wish to proceed with the assets held in the estate with us.
Please note that all instructions will be processed in date order with other incoming post and this may result in delays during busy periods. We cannot guarantee a timeframe that your instructions will be carried out within.