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 ISA
Open 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 MarchOpen a JISA
Transfer to us
Access our transfer forms below if you are thinking of transferring in an ISA, JISA or investment account from elsewhere.Transfer to us
Find a range of tools suited to all levels of experience, whether you're a confident or novice investor.View our resources
Speak to us about advice
If you're not comfortable managing your own investments, talk to one of our friendly, qualified advisers today.Learn more
Find a range of useful insights and articles to help get your finances in better shape.Take me there
Capital 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 firstname.lastname@example.org 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.Download form
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 email@example.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 form
Transfer 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 firstname.lastname@example.org 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
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.
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.
You may also be interested in
Tax-year end planning: 2021/22
In this article, we look at 6 ways to get more from your tax-free allowances.
Do I need a financial adviser? Seven reasons you may need advice
With the rise of financial blogs and robo-advisers, it can be tempting to try to manage your finances on your own. However, there comes a time when seeking advice from an experienced financial adviser is a sensible idea.
Setting yourself financial goals
Read our thoughts on the importance of setting financial goals and some key goals to consider.