Open or Transfer an Investment Dealing Account (IDA).
Opening an account with Pinnacle Online is simple.
Three easy steps to open a SIPP
- Decide how much you want to pay in or save each month.
- Go to the Investing Hub to research your investment choices.
- Apply online now.
IMPORTANT! Read the Investment Dealing Account Product Guide and our Charges Guide for all the details and before you make up your mind if our Investment Dealing Account is right for you.
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.
Remember you can only contribute to one Stocks & Shares ISA, one Cash ISA, one Lifetime ISA and one Innovative Finance ISA each year, regardless of provider. If you have contributed to a Cash ISA and/ or Innovative Finance ISA this will reduce the amount you can contribute to a Stocks & Shares ISA.
Laws and tax rules may change in the future without notice. The information here is our understanding in April 2018. This information takes no account of your personal circumstances which may have an impact on tax treatment.
Why transfer your IDA to ATS?
- Potential savings for you in the charges you pay with our low cost, flat fees approach
- No transfer in fee, and no minimum transfer value
- Just one statement and valuation covering all of your IDA investments
- Over 4,000 investments to choose from
Three easy steps to open a SIPP
- Decide how much you want to pay in or save each month.
- Go to the Investing Hub to research your investment choices.
- Apply online now.
IMPORTANT! Read the Investment Dealing Account Product Guide and our Charges Guide for all the details and before you make up your mind if our Investment Dealing Account is right for you.
