Setting up a Business Account with InvestEngine is straightforward, but as a regulated investment platform, we do carry out the necessary checks to verify your company and its directors.
This article outlines what to expect during the application process.
Step-by-Step: How to Apply
Create your InvestEngine login
Visit investengine.com/business and begin the application process by creating a company login with your company email address.
Select ‘Business Account’
When prompted, choose to open a Business Account rather than an Individual one.
Provide your company details
You’ll be asked for:
- Company name and registration number
- Registered office address
- Country of incorporation (UK only)
- Business bank account details (in the company’s name)
Add director and shareholder information
We require details of all directors and any shareholders with 25% or more ownership.
This is to meet UK anti-money laundering (AML) and know-your-customer (KYC) obligations.
Submit required documentation
You’ll be asked to upload certain documents to verify your company and bank account — see Required Documentation for Business Accounts for a full list.
Wait for verification
Our onboarding team will review your application and documents. Most accounts are approved within a few working days. If anything is missing or unclear, we’ll contact you directly.
Once Approved
After your Business Account is approved, you’ll be able to:
- Create your first investment portfolio
- Choose between DIY ETF investing or a Managed Portfolio
- Set up AutoInvest and recurring contributions
- Access detailed performance reporting and account statements
Need Support?
If you have any questions during the application, our team is available to help. Please contact Client Support and let us know you're applying as a business.