Account

Getting started

• Managed and LifePlan Portfolios Availability
• Transferring from Vanguard
• How do I sign up?
• Who can open an InvestEngine account?
• Do you perform a credit check when I open an account?
• What’s the minimum & maximum I can invest?

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Funding

• Providing a bank statement
• Important Update on Savings Plans
• How do Open Banking instant transfers work?
• How do Manual Bank Transfers work?
• Direct Debits
• What are Variable Recurring Payments and how can I start using them?

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Trade confirmation emails

• What information does the 'Trade confirmation email' include?
• Can I have trade confirmations sent to a third party?

Updating your account

• How do I close my account?
• How do I change my phone number?
• How do I link a new bank account?
• How do I change my address?
• How do I change my email address?
• How do I change my nominated bank account?

Customisation

• Adding an avatar to your profile
• How Can I organise the portfolios on my dashboard?
• How do I enable 'dark mode'?

Password, 2FA and security settings

• Using third-party authentication apps
• What should I do if I lose access to my 2FA device?
• Why do we want you to use 2FA?
• Setting up two-factor authentication on your account
• Resetting 2FA on your account
• Do you offer Demo Accounts?

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Business Account

• When will the monthly VAT invoice be available?
• Where ETFs come in
• What can businesses invest in?
• What makes InvestEngine’s Business Account different?
• What would I use a Business Account for?
• How do I set up a Business Account?

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