Investment ISA - Account Details

 

Manage your account your way

 

A Barclays Stockbrokers Investment ISA can be as simple or as complex as you want, bringing you everything you need to trade and manage your account when, where and how you want, as soon as your account is open.

Your Investment ISA can contain one or multiple year’s contributions. You can hold just one investment (although this is a risky approach and we would suggest that it is best practice to diversify across a number of different assets) or you may have a full portfolio which includes hundreds of different investments. You can even transfer the contributions that you made in previous years into your new Investment ISA account for ease of administration, to ensure that you have full view of the risks that you are taking and potentially you could reduce administration charges.

 

Putting you in control

With Barclays Stockbrokers, you’ve got access to a wide range of products including stocks & shares, gilts & bonds, iShares, Exchange Traded Commodities (ETCs), funds and Investment Notes. You just pick the ones you want, and the mix that you want to meet your risk profile and investment objectives. You can change your ISA mix any time you want to. Selecting your own investments is not for everyone, the value of these investments can fall as well as rise and you may lose money.

 

Competitive Charges

 

• Dealing - online tiered commission charges from £6.95 to £12.95 per online deal.
• Simple charging structure: our annual ISA administration fees are low and simple to understand from £30+VAT.
• Funds Market fund holdings are excluded when calculating our administration charges, so if you are fully invested in Funds Market funds, the administration charge will be waived.
• Barclays Stockbrokers Price Improver® has links to more Market Makers than any other provider. As a result in 2008 75% of equity trades were transacted on improved prices.
• Account Linking – Access lower commission charges by linking your MarketMaster® and Investment ISA accounts you have with us. You can also link accounts held by family members at the same address as you. Deals made in linked accounts contribute to your monthly total, helping you to reach the next tier of lower commission charges.  Download account linking form

 

See full rates and charges for further breakdown

 

All the help you’ll need

Through our award-winning website, you’ve got access to investment research, news feeds, advanced trading tools and informed market commentary that can help everyone from the first time investor to the seasoned trader.

• Advanced order types - from Quote & Deal to Limit Orders, At Best, Stop Orders and our award-winning Trailing Stop Orders or advanced order types give you the flexibility to trade when you can’t actively monitor the market.
• Clarity of holdings – get a complete view of all your linked portfolios online 24/7 including your current portfolio value, the purchase price and current market price (15 min delayed) for any investments you hold and a detailed history of all trades placed as well as any pending orders.
• Single account view - an integrated online valuation of your complete portfolio, any time of the day, any day of the year, and all the online functionality to manage this, including up to date valuations.
• Subscription to BARXdirect – our award winning dynamic, institutionally inspired and customisable professional trading platform.

 

Funding your Investment ISA

 

• Direct Debit - set up regular monthly payments of £250 or more by Direct Debit. Download Direct Debit form
• Debit Card Payments - make a payment online or over the phone via debit card (min £50)
• Cheque - Fund your Investment ISA, up to your annual allowance, by cheque made payable to ‘Barclays Stockbrokers Ltd’
• Existing Shares – we can help you transfer shares held in certificated form or in another account with us all you need to do is complete an additional subscription form. Download Additional subscription form.

• Transfer from another broker – You can transfer an existing cash or stocks & shares ISA to Barclays Stockbrokers Investment ISA. Simply complete an ISA Transfer form and we’ll take care of the administration for you. Please note that we are dependant upon your current ISA provider and this process will typically take 6 weeks. Download ISA transfer form
• Dividend Reinvestment - receive share dividends as cash or scrip dividends, or automatically reinvest this income back into the company, buying more shares. You can also give written instructions to withdraw and re-register stock
• Save as you earn/Profit Sharing Schemes - add shares from an SAYE scheme or Profit Sharing scheme within 90 calendar days of release
• Cash withdrawals - withdraw funds direct to your bank account or give instructions to withdraw cash by phone, secure email instruction (login and select contact us from the top right of any page) or in writing.

 

Your contributions must be paid from a personal UK bank account in your own name, or one held in joint names with you.

Keeping you informed

When you open a Barclays Stockbrokers trading account you will automatically get access to a host of company research, financials and analysis as well as Barclays Wealth proprietary research including our flagship publication SignPost.

As well as being able to access all this information online, we will also send you:

• Statements and valuations – a quarterly printed report showing the value of your account
• Smart Investor magazine – our regular client magazine with news, analysis and insight
• Smart Investor email – our topical monthly newsletter by email
• Company Report & Accounts – you can request the Annual Report & Accounts for UK companies held in your account
• Corporate Actions – we’ll also notify you of any corporate actions impacting stocks held in your account and carry out your instructions

 

 

Transfer existing ISAs including Cash ISA to Barclays Stockbrokers

 

Learn more about ISAs with our online seminar