How do I set up a Business Account?

Setting up an InvestEngine Business Account is easy:

For a DIY portfolio

1. Click on the green Get started button on the InvestEngine website
2. Choose ‘Business’ and enter your details to make an account
3. Create a new portfolio, select DIY and browse our range of ETFs
4. Select the ETFs you want to invest in 
5. Set weights for each ETF in your portfolio. These target weights (which you can adjust at any time) are a key feature of our DIY service, helping you manage your portfolio and maintain your investment strategy.
6. Start investing!

For a Managed portfolio

1. Click on the green Get started button on the InvestEngine website
2. Choose ‘Business’ and enter your details to make an account
3. Create a new portfolio, select Managed and answer our quick questionnaire
4. We’ll assign you a portfolio that suits your business’ financial goals 
5. Start investing!

If you want to automate your regular investing, set up a Savings Plan for easy weekly, fortnightly or monthly top-ups.