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  2. My Account

My Account

Manage your existing account or learn how to create a new one.

Opening an Account

  • Who can open an InvestEngine account?
  • How do I sign up?
  • What You’ll Need to Open an Account

Managing Your Account

  • Updating Your Personal Details
  • Managing Communication Preferences
  • Closing Your Account
  • How do I change my phone number?
  • How do I link a new bank account?
  • How do I change my email address?
See all 7 articles

Two-Factor Authentication (2FA)

  • Recovery and Support
  • Managing 2FA On Your Account
  • Understanding 2FA

Security & Verification

  • What’s the Verification Process?
  • Why Do You Need My ID?
  • Trouble Logging In
  • How do I reset my app passcode if I’ve forgotten it?
  • Setting up two-factor authentication on your account
  • Resetting 2FA on your account

Payments & Withdrawals

  • How do I add funds?
  • Is there a minimum or maximum I can invest?
  • Withdrawing Money from Your Portfolio
  • Direct Debits
  • What are Variable Recurring Payments and how can I start using them?

Business Accounts

  • Is My Company Eligible for a Business Account?
  • Opening a Business Investment Account
  • Required Documentation for Business Accounts
  • Fees, Tax and Reporting for Business Accounts
  • How Do I Update Company Details or Directors?
  • Legal Entity Identifier (LEI) Requirement for Business Accounts

Referring a Friend

  • Where’s My Referral Reward?
  • How Does the Referral Scheme Work?
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Whenever you invest, your capital is at risk

This could mean the value of your investments goes down as well as up.
Understand more about investment risk.

InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority, [FRN 801128]. InvestEngine does not provide investment advice. If you are unsure of the risk or suitability of an investment, you should seek advice from an independent financial adviser.

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