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Alliance Trust Investments - GTO launch

i.nvest

What is i.nvest?

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

You can access i.nvest online, by phone or by mail.

i.nvest lets you hold your investments tax effectively within an ISA or SIPP, or within our Investment Dealing Account. You can also manage investments on behalf of a child through our Child SIPP or First Steps Account.

i.nvest puts you in control.

Because it’s a self-select platform, i.nvest lets you choose the right investments for your needs, from the i.nvest range.

It boasts a great range of features:

  • Choose from a range of investments including UK and international listed equities, funds, investment trusts, ETFs and fixed interest securities
  • Fully transparent, fixed rate charges - you only pay for the services you use
  • Consolidated six monthly statements, making it easy to monitor your investments
  • The freedom to manage your investments online 24/7
  • You will also be able to access these services via our real-time telephone trading desk or via mail

How can I use i.nvest?

i.nvest is exclusive to Alliance Trust Savings customers. When you open an account with us you will be sent a PIN and Personal ID which are unique to you and which enable you to login to i.nvest.

With i.nvest you can:

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

When you first login you will be shown all the accounts you hold with us.

There are a number of ‘tabs’ to choose from

  • Manage My Accounts
  • Trading Centre
  • Research
  • Personal Details
  • E-Comms Centre

Manage My Accounts allows you to:

  • Make a payment by debit card
  • Move money around your account
  • Set up or modify your direct debit mandates and payments
  • View or amend your income management options

Trading Centre allows you to:

  • Trade in funds
  • View your open fund orders
  • Get a real-time quote for a UK stock market investment
  • Buy or sell investments
  • Conditional orders -  place a limit order or an order outside normal market hours
  • Reinvestment trading - simultaneously sell an investment and purchase another
  • Cross account trading - trade now over all your accounts
  • My orders - view all your open conditional orders

Risk warning

Please remember the value of your investments and any income from them can go up or down and you might get back less than the amount that you originally invested. All investments carry an element of risk which may differ slightly and if you are unsure as to the suitability of any particular investments, you should seek professional financial advice. Foreign markets will involve different risks than UK markets. In some cases risks will be greater. The potential for profit or loss from transactions on foreign markets or in foreign currency denominated markets will be affected by fluctuations in foreign exchange rates. Tax rules may change in the future and taxation will depend on your personal circumstances.