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i.nvest is exclusive to Alliance Trust Savings customers.
There are several ways to be granted access.
When you open an account with us you will be sent a password and personal ID which are unique to you and which enable you to login to i.nvest.
If you’re already an Alliance Trust Savings customer, but have not yet signed up for i.nvest services, you can register online at any time and we will issue you with a password and personal ID.
If you wish to grant your financial adviser access to your portfolio and enable them to manage investments on your behalf, simply complete the Third Party Authority form. Your adviser will then be issued with a password and personal ID.
This does not alter your own access to the service and as part of our security measures, we can inform you who has traded within your portfolio.
You can delegate portfolio management, or simply grant access, to a chosen third party, such as a family member or your accountant.
To enable this, simply complete the Third Party Authority form.
Third Party Authority forms should be returned to:
Alliance Trust Savings Limited
PO Box 164
8 West Marketgait
Important Information• Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.
• All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice.
• Tax rules may change in the future and taxation will depend on your personal circumstances.
• Charges may be subject to change in the future.