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My WealthPartner Online

Online investing so you can manage your money yourself

A service for those who want to make, and take responsibility for, their own investment decisions without ongoing advice.

Whether you just want to save your annual ISA allowances, build a wider investment portfolio or generate an income, our online investment platform allows you to select and manage a range of investment solutions to suit you and your family at every stage of your life.

Choose from an extensive range of investments including managed funds, exchange traded funds (ETFs), UK stocks and shares, UK Government bonds (gilts) and investment trusts. Plus a PwC core fund list that is similar to the investments from the PwC Partner SIPP.

If you wish to check the status of your investments, you can also use the Financial Review or Advice services, alongside the Online service. And, if at any time, you would like a professional to manage your investments rather than doing it yourself, you can move into our Advice, Walled Garden or Bespoke services.

Please be aware that the value of investments can fall as well as rise and you could get back less than invested.

Benefits of the Online service

  • Straightforward - easy to use, anytime, online investing

  • Comprehensive - access to an extensive range of investments via ISA or Investment Account

  • Compliant – an automated preclearance functionality embedded in the platform and automatic reporting to Checkpoint using the PwC AIR feed provides you with a ‘hassle free’ way to ensure your investments are compliant

  • Competitively priced

The My WealthPartner Online service is for UK residents only and registrations must be completed by the sole applicant. Those based overseas may be eligible for other My WealthPartner services and we will be happy to check eligibility on your enquiry.

Dependant children over 18 years of age are eligible to register for their own account. If you have parental responsibility for a child under 18, you will be able to open a Junior ISA (JISA) on your child’s behalf during your own registration application, or alternatively, once registered, you can open a JISA at a later date via the JISA page on this site, or via your document library.

Open a My WealthPartner Online account
Log in
Access your existing online account

Transferring assets into the Online service

You don’t need to sell your holdings in order to transfer them to us.

In-specie transfers will simply transfer your assets from your existing provider to us. If you are unsure about whether or not we are able to accept your investments, you can either use our ‘Search Investments’ tool on the portal to look up your holdings or you can contact the My WealthPartner Support Team if you require any assistance.

Cash transfers will sell your holdings to provide you with cash proceeds, although, you will be out of the market during this time and so not exposed to any gains or losses. You may also wish to speak to a financial adviser to discuss any tax implications associated with this type of transfer. We monitor all transfers and keep you informed via notifications in your Documents Library.

To make a transfer, simply download the relevant transfer form from the investment portal or contact the Support Team for help.


Fund look-up tool

Use the search tool to see what investments are available via the Online service or call the Support Team for help.

You can use the fund look-up tool without needing to register for the Online service.

Start searching

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.