Take Control of Your Financial Goals with our Investment Account
Get started with as little as £500 (lump sum) or £50 (monthly payments)
Start building a portfolio of funds and shares or transfer and consolidate any existing holdings.
Investment Account - What you need to know:
- Access your money at any time - make withdrawals with no restrictions
- No account charge
- Maximum platform charge of 0.25%
- £11.50 per online share trade
- Free fund dealing
- Manage your accounts online with our easy to use dashboard
- Minimise your paperwork - consolidate hold all of your investments in one place
- Telephone dealing
- Joint Investment Accounts - apply for a Joint Investment Account
Open a low cost, easy to manage account and invest in a broad range of investments including shares, funds, gilts, bonds, investment trusts and ETFs.
Peace of Mind - Invest through an award winning FCA authorised and regulated company
Why an Investment Account?
Charles Stanley Direct offers an Investment Account with no initial charges on funds or additional annual fees. You can enjoy all the financial advantages of our service, such as commission-free fund pricing and automatic “clean” conversion on fund transfers (where possible). You only pay our maximum annual platform charge of 0.25% and any share dealing fees where applicable.
Benefits of Charles Stanley Direct
Award Winning UK Telephone Helpdesk
Supporting you on your journey to wealth.
Our low platform charge is 0.25% or less.
Consolidation of Existing Investments
You can transfer in and consolidate your existing investments and pensions, enabling you to have all accounts in one place.
Extensive Research and Analysis
Our dedicated analysts produce regular research notes and provide detailed advice on companies and sectors across the UK stock market.
Peace of Mind
Invest through an award winning FCA authorised and regulated company .
Fully-featured investment platform
Giving you control to tailor your portfolio quickly and easily.
What do our clients think?
Thank you, I must say, I find your firm's service and that of the Helpdesk in particular FANTASTIC. I speak with some knowledge of service industries as I spent my life in a service company, Reuters Limited.
Oxfordshire, May 2016
Your colleague provided some outstanding service - prompt, helpful and comprehensive advice. My experience to date of Charles Stanley has really been first class, I am very impressed - please keep up the good work when shortly I submit my form to you to transfer my Stocks and Shares ISA from Hargreaves Lansdown!
Lancashire, August 2016
For the record, I have found the customer service provided by CSD to be excellent and would recommend them.
Mr S Holdsworth
UK, February 2017
The service was exemplary when I transferred my SIPP. I was kept fully informed throughout the process. The CSD team was also extremely friendly and helpful with my complicated financial requirements.
Kent, June 2016
I find the CS Direct website very efficient, well designed and easy to use. On the rare occasions when I have had any difficulty or a query, the staff have responded promptly and resolved the matter competently.
Southampton, July 2016
I’m a software engineer so I understand how difficult it is to design a system for a complex industry aimed at non-expert users. Your team have achieved a brilliant balance between usability and functionality and the website is a joy to use. Well done!
Glasgow, August 2016
I was looking for somewhere where I could bring my pensions into one place and make an ISA investment. I wanted a simple and great website, where service was key and price was obviously important too. Charles Stanley Direct were able to offer all of this.
London, July 2016
of our clients would recommend us to a friend.
of our clients think our service is good to exceptional
Data from 674 users surveyed between 01/04/2016 and 01/10/2016.
|Platform Charge||0.25%||Our maximum platform charge for holding investments is 0.25%. For fund holdings (OEICs and Unit Trusts) the charge can fall as low as 0.05% per annum. For shareholdings the maximum charge is £240 per annum - but if you place 1 or more chargeable trades each month we won’t charge you anything to hold your shares.|
|Fund Trading||Free||We don’t charge for buying or selling funds.|
|Share Trading (Online)||£11.50||Each time you buy or sell a share we charge £11.50.|
Our maximum platform charge for holding investments is 0.25%. For fund holdings (OEICs and Unit Trusts) the charge can fall as low as 0.05% per annum. For shareholdings the maximum charge is £240 per annum - but if you place 1 or more chargeable trades each month we won’t charge you anything to hold your shares.
We don’t charge you anything for buying or selling funds.
Share Dealing (Online)
Each time you buy or sell a share we charge £11.50.
Clean priced funds - all funds purchased through us are clean priced and typically have no initial charge. See our charges in full.
How can I trade in my Investment Account?
You may trade online once you have registered and opened an account, alternatively you can trade over the telephone using our telephone dealing service.
How do I top up my Investment Account?
You can pay money in online via debit card, alternatively you may send a cheque with a covering letter or make an electronic transfer. Should you wish to top up your account by electronic transfer please contact the helpdesk for more information.
How do I transfer funds from my Investment account?
Please logon and under your “Dashboard” dropdown menu go to the “Transfer Between Accounts” option. Alternatively, you can send us a Secure Message requesting the transfer. Please note transfers to an ISA or SIPP will count as a subscription for the current tax year.
What can I hold in my Investment Account?
The following securities can be held in your Investment Account;
- Funds, Unit Trusts and OEICs
- UK Equities listed on the London Stock Exchange (LSE) and the Alternative Investment Market (AIM)
- Investment Trusts and Real Estate Investment Trusts (REITs)
- Gilts & Bonds
- Permanent Interest Bearing Shares (PIBS)
- Exchange Traded Products
- Overseas shares listed on the main European US Canadian and Far Eastern Markets
If you are unsure whether an investment is eligible, please contact our Help Desk on 0131 550 1234.