Smart Investor Changes
The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.
We’re listening to your feedback and have been working on new changes to the Smart Investor layout.
Introducing our new navigation
The brand new layout introduces a fresh design and a range of new tabs with the aim of making it easier for you to find what you’re looking for and to manage your investments online.
We hope you find these changes continue to improve your experience. Below you can see how your online service looks.
To help you find your way around the site, within each tab you’ll find the following:
Find investments – easy access to all investment options and investment products
News and research – the ability for you to directly access our Research centre
Learn and Plan – details to support those new to investing as well as different types of investments explained
Accounts and Services – access to the different accounts we offer, like our Investment ISA, and access to our services such as our Barclays Price Improver
Manage account – easy access to your investment settings, for example how you want to receive your dividends and how you want to receive your alerts and important documents.
We also know that the ability to search is important to you so we’ve made sure this will be easy to find and quick to use.
All you need to do is to choose the investment category you want and type in the name, EPIC or ISIN of the investment you’re looking for.
What else is changing?
- Throughout 2019 we will be encouraging our customers to help the environment and Go Paperless on their account(s). Learn more about making your Smart Investor Important Documents and Alerts paperless
- You’ll soon be able to open a Self-Invested Personal Pension (SIPP) account in addition to your other account(s). A SIPP is a type of tax-efficient personal pension that usually offers you access to a wider choice of investments than other types of pensions. Remember that tax rules can change and their effects on you will depend on your individual circumstances.
- From March onwards, we’ll be introducing a new way to reset your online passcode in real time giving you instant access to your Smart Investor Online Service if you forget your passcode. This will be through a One-Time Passcode delivered by SMS to your mobile. If you don’t have your mobile number on record you can update your contact details with us to benefit from this functionality, if you ever need to use it.
Smart Investor is constantly evolving, and we’ll keep you updated on all the improvements we’re planning to make.
We don’t offer financial advice, so if you are unsure where to invest, seek professional independent financial advice. Investments can fall and rise in value, so you could get back less than you put in.
Share your feedback
Thanks for choosing to invest with us and we look forward to bringing you news of further changes as and when they happen.