Open an ISA
Click here to access ISA account opening forms. Send completed forms for this tax year back to us by midday on 29 March.
Open an ISAOpen a Junior ISA (JISA)
Click here to access JISA account opening forms. Send completed forms for this tax year back to us by midday on 29 March
Open a JISATransfer to us
Access our transfer forms below if you are thinking of transferring in an ISA, JISA or investment account from elsewhere.
Transfer to usAdditional support
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If you're not comfortable managing your own investments, talk to one of our friendly, qualified advisers today.
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Find a range of useful insights and articles to help get your finances in better shape.
Take me thereCapital at risk. Tax benefits depend on your individual circumstances and tax rules are subject to change.
Not yet a client?
If you wish to open and fund an ISA before the end of this tax year, we recommend registering for an online account before 25 March.
Open a Close Brothers ISA
If you are already a My WealthPartner Online client, to open a Stocks and Shares ISA, please complete, sign and scan this document to us at pwcsupport@closebrothers.com from your registered email address. If you do not have access to a printer and/ or scanner, please contact us to discuss how we can accept your instruction. To ensure your ISA account is open in the current tax year, please send completed forms back to us by midday on the 29 March.
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Open a Junior ISA
Existing My WealthPartner Online clients can also open a Junior ISA for a child they have parental responsibility for who is under 18. Please complete, sign and scan this document to us at pwcsupport@closebrothers.com from your registered email address. If you do not have access to a printer and/ or scanner, please contact us to discuss how we can accept your instruction.
Download formTransfer an existing account to us
If you've got an ISA, JISA or investment account with another provider, you can transfer to us by using the forms below. Once you've registered online, you can scan a digital copy to us at pwcsupport@closebrothers.com or print the forms and send them to our FREEPOST address.
Please note, you do not need to sell your holdings in order to transfer them to us.
Investment tools and resources
Ready-made portfolios
If you are looking to invest, but would prefer someone else do the hard work for you, our ready-made portfolios could be for you.
Discovery Shortlist
If you're comfortable investing but are looking for a place to start when choosing funds, check out our Discovery Shortlist.
Basics of investing guide
If you're just getting started with investing, our basics of investing guide is full of useful tips and pointers to set you on your way.
Speak to us about advice
While many people invest in an ISA to save for the future, they may not be aware of other ways in which they could benefit from further tax planning. If you'd like help reviewing your portfolio, we have expert financial advisers who can help you.
We offer a complimentary financial health check. This can be arranged by contacting our support team on the My WealthPartner Support team on 0800 028 8960 or by clicking the button below.
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