How do I pay my Smart Investor fees?

To make things easier for you, there are various options for paying your fees. You can pay from the cash in your investment accounts, from a nominated bank account, or by debit card. We'll send you an alert to notify you 10 days before your fees are due.

To set up how to pay your fees, simply log in to your account, click on 'Investment settings' and select 'Regular fees'.

Visit our Fees page for more information.

What happens if I don’t pay my fees on time?

If your fees aren’t settled on the due date we'll send you a reminder. If the outstanding amounts aren’t settled within 10 business days of the due date we’ll need to sell sufficient units in the last investment that you purchased to cover this amount.

If you prefer, you can also settle this fee by making a debit card payment via the ‘pending fees’ section on the website.

When will I be charged my monthly fee?

Your monthly fee date is based on the date you became a Smart Investor customer.

For example, if you became a customer on 5 November, your first fee will be on 5 December. It’ll then be on the 5th day of each consecutive month after that. Fees will be collected from your account 11 days after this date.

How can I view and amend fee payment settings?

You can view and amend your payment settings by following these simple steps:

  1. Log in to your account and click on the ‘Investments tab’
  2. On your ‘My hub’ page go to the drop down menu at the top right hand side of the screen
  3. Under ‘My preferences’, select ‘Investment Settings’. Click on ‘Fees settings’ and you will be able to select your preferences.

Can I pay my ISA fees from a nominated bank account?

Yes. You can pay your fees from a nominated bank account, an investment account, or by debit card. We'll send you an alert to notify you 10 days before your fees are due.

To set up how to pay your fees, simply log in to your account, click on 'Investment settings' and select 'Regular fees'.

Visit our Fees page for more information.