Using the InvestEngine App:
- Tap your profile icon (top-left corner).
- Go to the Funding section and tap Linked Banks & Savings Plans.
- Select Link Another Account.
- Follow the prompts via Open Banking.
Using the Website:
- Click your profile icon (top-right corner).
- Go to the Funding section and click Linked Banks & Savings Plans.
- Select Link Another Account.
- Follow the prompts via Open Banking.
You can also link a new bank account directly from your portfolio, by following the steps in the video below:
Verification Process
Once linked, your bank account will go through an automatic check. In some cases, you may need to upload a bank statement for manual verification. Further information on this can be found here.
Banks Not Supported by Open Banking
Currently, Chase Bank, Co-operative Banking, Metro Bank, Kroo, and Triodos Bank are not supported via Open Banking. To link an account with these banks, please send your latest bank statement to support@investengine.com, and we’ll manually link the account for you.