Skip to main content

You are here: Home / i.nvest

Alliance Trust Investments

i.nvest - platform for intermediaries

What is i.nvest?

i.nvest is our trading platform for intermediaries, which allows access to a wide range of investment opportunities in one, easy to use, secure location.

i.nvest can be accessed online, by phone or by post.

i.nvest lets you and your clients hold their investments tax effectively within an ISA or SIPP, or within our Investment Dealing Account.

You can also manage any investments on behalf of a child through our Child SIPP or First Steps Account.

Because it's a self-select platform, i.nvest puts you and your clients in control

It boasts a range of features:

  • Wide investment choice including UK and international listed equities, funds, investment trusts, ETFs and fixed interest securities
  • Fully transparent, flat rate charges – so your clients only pay for the services they use
  • Consolidated six-monthly statements, making it easy to monitor their investments
  • The freedom to manage their accounts online 24/7
  • i.nvest may also be accessed via our real-time telephone trading desk or via mail

What does it do?

i.nvest is exclusive to Alliance Trust Savings customers. When you open an account for your clients you will have access to:

  • Buy and sell investments
  • Place orders
  • Manage portfolios
  • View recent transactions
  • Value investments held with us
  • Open a new account
  • Carry out in-depth investment analysis using our Investment Selector services.

Your clients will also be sent a Personal ID and password which are unique to them and which enable them to login to manage their investments with us.