Managing My Investments

DIY Portfolios

• How to Build and Customise Your DIY Portfolio
• Adding, Removing, or Rebalancing ETFs
• Risks and Responsibilities of Managing Your Own Investments
• How AutoInvest works
• How can I buy/sell ETFs?

Managed Portfolios

• How to move from a LifePlan portfolio to a DIY portfolio
• How to move from a Managed Portfolio to a DIY Portfolio
• Can I customise my portfolio/s?
• Managed and LifePlan Portfolios Availability
• What is an Investor Questionnaire and what does it do?
• Can I change my risk preference at any time?

Funding & Withdrawals

• Adding money to your portfolios (DIY, Managed, LifePlans)
• Withdrawing Money and Timelines
• Can I move money between my InvestEngine portfolios?
• Setting up a Savings Plan

Account & Portfolio Tools

• What does it mean when an investment is sell only?
• What happens when there’s a corporate action on an ETF?
• How is my portfolio performance shown?
• Managing account cash
• Tax Wrappers: ISAs, SIPPs, and GIAs
• How can I generate and download a custom report?

See all 9 articles

Fees, Risks & Safeguards

• What should you do in a market crash?
• Investment risks by product type
• FSCS and How Your Money Is Protected
• How is my portfolio performance shown?

Common Providers

• Transferring from Hargreaves Lansdown
• Transferring from NEST
• Transferring from Scottish Widows
• Transferring from Vanguard

Support & Troubleshooting

• Common Issues
• Cancelling or Closing a Portfolio
• Why doesn’t my ETF’s performance match what I see on other websites?
• Guide: Choosing the Right Statement or Report for Your Needs
• Contacting Customer Support