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%
- £10 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 authorsied 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 .
A quick and easy way for you to place more complex orders.
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
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 platform charge for holding investments start at 0.25%. For fund holdings (OEICs and Unit Trusts) the charge can fall as low as 0.05% per annum. For share holdings the maximum charge is £150 per annum - but if you place 6 or more chargeable trades in each six-monthly charging period we don’t charge you anything to hold your shares.|
|Fund Dealing||Free||We don’t charge you anything for buying or selling funds.|
|Share Trade(Online)||£10||Each time you buy and sell a share we charge £10|
SIPP Account Charge
Annual Administration Charge £100 + VAT
Our platform charge for holding investments start at 0.25%. For fund holdings (OEICs and Unit Trusts) the charge can fall as low as 0.05% per annum. For share holdings the maximum charge is £150 per annum - but if you place 6 or more chargeable trades in each six-monthly charging period we don’t charge you anything to hold your shares.
We don’t charge you anything for buying or selling funds.
Each time you buy and sell a share we charge £10
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 click on the “Transfer Between Accounts” link under your “Dashboard” dropdown menu to instruct us to move funds. 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 invest in through my Investment Account?
Through the Charles Stanley Direct Investment Account you may access a wide range of investments including;
- Equities listed on UK and Overseas Markets
- Over 1500 Funds (Unit Trusts & OEICs)
- ETFs & ETC’s
- Gilts & Bonds
- Investment Trusts & REITs
What is the minimum investment into a Fund (Unit Trust/OEIC)?
The minimum investment into a new fund is a £500 lump sum. Minimum top up’s to existing fund holdings are £100 and regular monthly savings may be set up from £50 per fund per month.