How to manage your investment
If you have an existing investment that you bought through Barclays Financial Planning or Barclays Investments before 14 March 2011, call 0870 606 6486 3 for all services.
If you purchased an investment after 14 March 2011, the forms below can help you manage your investment.
Once you've submitted your application form through Barclays Investments and it has been processed, you will receive confirmation of your investment in the post – usually within five days.
We will then send you a statement every six months so you can keep track of how your investment is performing. You can also call us on 0800 445 443 1 if you have any queries about your account.
Manage your existing investments
We want to make it as easy as possible for you to manage your investment with us.
Below are some handy forms to help you with opening an account, switching investments, topping up an investment, selling and much more. Just download 2 the relevant form, fill it in and post it to:
Freepost RSLH-SSYZ-HHLA
Barclays Bank PLC
Barclays Investments
Leicester
LE87 2BB
Where you're purchasing an investment, you will need to read our terms and conditions and the relevant Key Features for your chosen investment. These are available through our Fund Finder
Switch your investments
To change any existing investments you have by switching funds, download and complete this form and post it to the above address.
Sell your investments
To sell any investments you have and withdraw money from your account, download and complete the form here and post it to us.
Valuation statement
If you want to request a more up-to-date statement, download and complete the form and post it to the above address.
Feedback/questions
For all other requests not covered here, just download and complete the form below and drop it in the post to the address above.
Close your Barclays Investments account
What you can do online
The following changes can only be completed once you’ve logged into your investment account.
Log in to your account
- Change of address
- Change of bank details
- Change of name or personal details
- Closing your account
If you have any questions, please call us on 0800 445 443 1