My Account

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

• Request for Tax Identification Number (TIN)
• 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?

See all 8 articles

Two-Factor Authentication (2FA)

• Keeping your InvestEngine account secure with two-factor authentication (2FA)
• Recovery and Support

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?

Payments & Withdrawals

• What is a Commercial Variable Recurring Payment (C‑VRP)?
• How do I add funds?
• Is there a minimum or maximum I can invest?
• Withdrawing Money from Your Portfolio
• Direct Debits
• How do I set up a recurring payment?

Business Accounts

• How Does the Referral Scheme Work?
• 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?

See all 7 articles

Referring a Friend

• How Does the Referral Scheme Work?
• Where’s My Referral Reward?