What is an investment account?

An investment account lets you invest in managed funds, UK stocks and shares, deposits, gilts, and exchange traded funds (ETFs), so you can create an investment portfolio that’s right for you.

There is no annual subscription limit, so if you have already used your full ISA allowance, our investment accounts give you another way to invest.

If you have multiple investment goals you can open as many investment accounts as you need.

Remember, the value of investments can go down as well as up, and you may get back less than you invest.

Register now to open an investment account

Existing clients can download the application form here

Why choose a Close Investment Account?

Value for money

We offer clear and competitive pricing with no hidden costs or charges.

No charge to open or manage the account

No charge for transfers*

Competitive platform fee of 0.25% a year

*The transferring provider may make a charge for transferring investments or cash proceeds to Close Brothers Asset Management.

Choice

Invest in a wide choice of investments with our Close Investment Account:

UK equities

Exchange traded funds (ETFs)

UK stocks and shares

UK Government bonds (gilts)

Investment trusts

Convenience

Our online portal is easy to use and accessible at any time and will allow you to create a more detailed view of your wealth by adding assets or debts not held with us.

Buy, sell and switch investments easily online

You can manage your investment account in the same place as your other investments, giving you a single overview of your portfolio

Choose between saving regularly each month or investing a lump sum

Create and rename different accounts for specific financial goals

Investment expertise

Take advantage of the free access to our expertise and view our in-house research, analysis and insights which are easy-to-understand, whether you are an experienced investor or just getting started.

Our investment team are constantly trading in the markets and managing the portfolios of thousands of investors across the UK.

Support

Our UK-based support team are on hand to help via phone or email. If you have questions about your account, please contact our dedicated Investor Support Team who are available 8am - 6pm, Monday to Friday, excluding public holidays on 0800 014 2712 or investorsupport@closebrothers.com

Investment account charges

Set up account

Nil

Contributions into your account

Nil

Transfers in

Nil

Transfers out

Nil

On-going platform fee – deducted monthly

0.25% (based on the value of your investments, excluding cash)

Buying, selling or switching  Unit Trusts or OEICs

Nil

Buying, selling or switching  Exchange Traded Investments

To the extent that we charge a dealing fee, this will not exceed £8.95.

Fees and charges factsheet

  • 18 Jan 19
  • 0.15MB
  • PDF

You’ll find full details of our fees and charges in this factsheet.

Download

Transfer your investment account to us

If you would like to transfer an existing investment account, why not benefit from our low cost investment platform and open one of our accounts today. Transferring is easy and our support team are here to help.

Register now to transfer your existing investment account

Download the investment account transfer form

Investment account FAQs

Frequently asked questions

What are the benefits of an investment account?

  • If you have used up your ISA allowance for this tax year, our investment account offers an excellent home for your other investments. You may hold as many investment accounts as you choose.
  • You can choose from an extensive list of funds from Close Brothers Asset Management and other fund managers, as well as equities, gilts and Exchange Traded Funds (ETFs).
  • With such a wide range of options all held in one account, you can build a diversified portfolio and adjust it quickly and conveniently online in response to market conditions, or as your investment objectives change. Save regularly from £50 per month. There is no minimum lump sum.

Are there any risks?*

You should always remember that investments can fall as well as rise in value and you may get back less than the amount you originally invest.

Specific risks will apply to individual investments and you should familiarise yourself with them before investing.

*For a better understanding of the risks involved with an Investment Account, please see our Self Directed Service Key Features and Charges document.

How do I search for available Close Investments?

All available investments can be found in the ‘Search Investment’ menu when you log in to your online portal. If you know what you are looking for you will be able to quickly find your investment using the search bar, or you can refine your search using the available filters and shortlists available.

Can I set up a regular contribution into my investment account?

You are able to set up both regular cash contributions and regular investment contributions into your online accounts. These can be set up by clicking on the ‘action’ button on the summary screen for the account you wish to create a new regular instruction for. There will be details on screen to get you started and outline any minimum or maximum contributions.

Are there any restrictions on what I can hold in an investment account?

You can hold any investment available on the portal in an investment account. This includes: UK stocks and shares, deposits, gilts, managed funds and exchange traded funds (ETFs).

How much do I have to pay in to open an investment account?

There is no minimum investment required to open an investment account. You can also opt to set up regular contributions starting from £50 per month.

What if an investment I want to buy isn’t available?

We regularly review the investments we offer on the client portal. If an investment you are interested in buying isn’t available, please contact the Investor Support Team.

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.