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Going paperless

It’s easy to manage your account online – and save yourself time.

Smart Investor is an online service, so by choosing to go paperless you can receive your investment service alerts by email or text, and your important documents online - this’ll give you the best overall experience.  

The benefits of going paperless

A safe, secure and handy way to access all your important documents – 24/7 – securely, and in one place within the My Barclays documents online cloud

Reduce the clutter, with all your statements and correspondence stored in a safe online hub – you can search easily for specific documents

We’ll send you an email reminder any time you have a new document to view

Service alerts sent via email or text, such as your advance monthly fee notification or order confirmations, will reach you quicker

Managing your account online and going paperless helps to reduce paper waste.

Do you need to update your details?

(Do this first)

It’s important we have your up-to-date contact details, so please ensure your contact telephone number and email are up to date.
  • Log in to My hub
  • Select profile icon from top right of the page and choose contact details from personal details menu
  • You can also change your contact details in the app; just log in to the app, choose profile icon from top left of the screen and update your details.

How to go paperless

Online banking journey

Choices for your Alerts – text or email?

  1. Log in to My hub – make sure you have selected Investments from the top of the page
  2. Select Manage account
  3. Choose Notifications and documents from the investment settings menu
  4. Select Email or text under the Notifications heading
  5. You’ll then start to receive all your service alerts via email or text.

Going paperless for Important documents

  1. Log in to My hub – make sure you have selected Investments from the top of the page
  2. Select Manage account
  3. Choose Notifications and documents from the Investment settings menu
  4. Select Documents under Communications and choose Online. You’ll then start to receive all your important documents online
  5. You can go back to paperless at any time. Simply follow these steps and change Online to Paper copies via post, and you’ll start to receive all your important documents by post.

App journey

Choices for your Alerts – text or email?

  1. Log in to the app
  2. Select your Smart Investor account
  3. Select the cog icon from top right of page
  4. Under Communications select Notifications and choose to receive your notifications by email or text.

Going paperless for important documents

  1. Log in to the app
  2. Select your Smart Investor account
  3. Select the cog icon from top right of page
  4. Under Communications select Documents and choose to receive your important documents online
  5. You can go back to paperless at any time, simply follow these steps and choose Paper copies via post and you’ll start to receive all your important documents by post.

Accessing your important documents

Need help registering for the app? Find out how here