To top up your portfolio, simply follow the steps below:
Select Managed portfolio > 'Add Funds' > Select one of the methods below
Select DIY portfolio > 'Options' > 'Add cash' > Select one of the methods below
- Instant Bank Transfer - Our Open Banking service provides you with a secure link to your banking app or website where you just log in and authorise the transfer amount. We’ve integrated this facility into InvestEngines online service and app using our partner TrueLayer, an FCA-authorised payment institution. It’ll take you to your bank’s app or website to confirm the transaction, and then bring you back to InvestEngine where your funds will normally show immediately in your portfolio balance. It’s quick and secure and you keep full control of your money — you authorise the transfers through your own bank’s app or website, and we never see your bank login or password.
- Manual Bank Transfer - This works in the same way as you'd normally transfer funds to and from family and friends via your online banking. After selecting 'Manual Bank Transfer' in your InvestEngine dashboard and entering your deposit amount, you'll see the InvestEngine Sort Code and Account Number needed to transfer your funds. From here, simply login to your online banking and use these details to complete the transfer from your registered bank account, using your portfolio reference (IP********) as the description. Manual bank transfers will be processed the following business day if they have been made before 6.30 pm.
- Direct Debit - This is now a legacy feature, being replaced by our new Savings Plans (VRP) feature. Existing direct debit mandates will remain the same, however clients will not be able to amend or create new direct debits into their InvestEngine account. Our new Savings Plans option allows clients to create a recurring payment, that is quicker to process, taking only 1 business day to settle in your account and there is no fee to set up a Savings Plans payment. Find out more here: How do I set up the Savings Plans feature?