Opening an 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.

You can apply for a Trading Account online.

However, for a Pension Trading Account or Company Account you will need to complete a paper application form. You'll find these forms on this page.

If you are looking to apply for a Joint Trading Account but already have an ii account, you will need to complete the PDF application below and return via secure message.

Upgrade your account online

You can often save time and remove the need for completing forms and other additional paperwork by visiting the account upgrades page online.

Once you have logged in, select the account menu and then click add an account to review and choose your available upgrades.

Pension Trading Account

You can set up a Pension Trading Account for your SIPP/SSAS where you have chosen your own pension administrator.

    Not all instruments can be held in the Pension Trading Account. Please refer to the attached list of permitted investments for details. This list may change from time to time.

    Company Account

    A Company Account allows you to trade in the name of a UK Limited Company. It offers the same benefits as a Trading Account; trade online or by telephone in a diverse range of investments such as UK and international equities, funds, ETFs and Investment Trusts. You can authorise up to four nominated individuals to place trades and manage the account on behalf of the company.