In a hurry? You may find your answer more quickly in our FAQs, please take a moment to refer to them before getting in touch.
To update your address please log in to the website go to your “Dashboard” dropdown menu and select the “My Profile” link. If you are moving overseas, please send us a Secure Message with your new address.
Under your “Dashboard” dropdown menu you can change your password through the “My Profile” section.
Please send a secure message through your account.
It is most likely you have an overseas address registered with us. Please send us any required amendments by Secure Message.
Usually this is not a problem. Please send a Secure Message with your new address. You will not be able to give us a new overseas address through the “My Profile” link.
If you do not remember your memorable word, please use your "hint" to help you recall it. If your hint does not help, you will need to reset it yourself. First you should click on the "forgot your memorable word?" link. You will then need to request a reset code, for which you will need your date of birth and answer to one of your security questions. Once you have this code, you will need to enter it into the site to change your memorable word and your hint.
If you know your username, you can change your password yourself by going to the “Forgotten your logon details?” link using the “Log in” button on our homepage. You will be asked to enter your username, your date of birth and the answer to a Security Question set by you.
If you do not know your username, click on “Forgotten your logon details?” using the “Log in” button on the homepage and you see a link to allow you request a reminder by post.
Please contact the Helpdesk who will send it to you by first class post.
Tax credits are paid on certain types of income-generating funds. If the composition of a fund is 60% or more fixed interest (including corporate bonds and gilts), you will receive a credit to offset the tax paid on the fixed interest component of the fund, which we will claim for your ISA. It can take around six weeks after the payment of the distribution for these credits to arrive.
From 6 April 2017, interest received by UK funds will be paid with no tax deducted (‘gross’).
The minimum investment into a new fund is a £500 lump sum. Minimum top up to existing fund holdings are £100 and regular monthly savings may be set up from £50 per fund per month.
We offer ISAs, Junior ISAs, personal Investment accounts, Joint Investment accounts and SIPPs (Self Invested Personal Pensions). You will be able to view all your Charles Stanley Direct accounts with single set of logon details through your “Dashboard”.
We do not offer accounts for Companies, Trusts, Investment Clubs, SIPPs with a provider other than us, or Small Self-administered Schemes (SSASs).
If you pay money into your Investment Account or ISA by debit card after 7pm and before 9am, there may be a delay of a few hours before the money becomes available for investment. At all other times money should become available for investment within a few minutes.
If you make a payment through BACS, CHAPS or Faster Payment through your bank, then the funds will not be available to invest in your account until they have cleared. This could take up to three working days.
Ways To Get In Touch
Our Investment Helpdesk are always happy to offer information on our range of accounts, as well as the fund, shares and other investment options available within them:
The best way to get in touch with the Helpdesk is via a Secure Message
When you receive a reply, you will see a number appear above the envelope icon on the top menu. We will also send you an email to let you know that a Secure Message is waiting.
Please do not send any sensitive information in an email, as it is not a secure medium of transmission. If you are a client you may send a Secure Message instead. If not, please telephone and ask for advice on how to best send us sensitive information
For help with your account please call our helpdesk:
0131 550 1234
7.30am to 5.00pm, Monday - Friday
Change of Details
If you want to change your username please call us: 0131 550 1234. All other details can be changed in your profile.
Write to Us
Charles Stanley Direct
2 Multrees Walk
Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request. If you cannot settle your complaint with us, we are subject to the independent jurisdiction of the Financial Ombudsman Service (FOS), to whom you may be entitled to refer your complaint. The FOS can be contacted on 0800 023 4567 or at www.financial-ombudsman.org.uk.
Registered Head Office
Charles Stanley & Co. Ltd, 55 Bishopsgate, London EC2N 3AS.
128 bit ssl encryption
Authorised and regulated by the Financial Conduct Authority
Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.
Please contact us if you have any questions.
Capital at risk. Income derived may fall or rise and you may get back less than invested.