How to manage your investment
It is important to keep track of your investments. This can be done in 2 ways, depending on how you purchased them.
- If purchased through Barclays Investments, Log in to your account
- If purchased through an adviser at Barclays Financial Planning, you’ll find contact options and telephone numbers below
Barclays Investments customers
Manage investments purchased after 14 March 2011
As a Barclays Investments customer you can manage your portfolio and take care of the following:
- Evaluate & analyse: View your current investment balances and monitor fund performances with our online tools
- Buy & sell investments
- Switch: You can change where your money is invested, choosing between your purchased funds or selecting a new investment.
- Top up: Increase the amount you have in a fund or account
- Transfer ISA: Arrange to transfer ISAs from prior tax years and other providers to Barclays
- Manage your personal details: Update or change your personal information including address and bank account details
- Add other investments you may have and track all of them in one place
Barclays Financial Planning
Manage investments purchased before 14 March 2011
The Barclays Financial Planning advice service is no longer available and was withdrawn on 18 February 2011. Your existing investments are not affected by these changes.
As an existing Barclays Financial Planning customer, you can still receive the following services:
Get a valuation of your investment funds or make general enquiries (including encashing part or all of your investment) on
0870 606 6483 2. Or manage funds purchased through Open Invest
Get a valuation of your fixed-term investment (structured product) on 0800 234 6021 2
For investment bond holders, please contact the bond provider directly on the number quoted in any letter relating to your investment
Retail Distribution Review: What it means for you
Barclays Investments do not provide financial advice. If you are unsure if an investment is right for you, please seek independent financial advice.
The Retail Distribution Review (RDR) is a framework of requirements and regulations launched by the Financial Services Authority that aims to increase consumer confidence by raising professional standards for those receiving investment advice and the levels of transparency offered to customers looking to buy financial products or services.
The RDR aims to ensure...
- clearer service – a better understanding of the service consumers should receive
- clearer costs – increased clarity over the cost of investment advice
- higher standards – greater confidence that advisers are suitably qualified
These changes to the way investors receive and pay for investment advice will come into effect on the 31 December 2012 and will apply to all advisers in the UK retail investment market. For further details, please view the Guide to RDR 50 KB