Bank transfer deposits may be made in GBP, EUR or USD. Please see the link bellow.
For reference please use your full name and your SC/PX account number.
If you are existing client of ITI Capital and would like to open additional account please refer to Account Management team (accountmanagement@iticapital.com) or call +44 (0) 20 7562 8001
Not at this moment in time
Your username will start with ITIxxxx – given in your welcome email
Please check your Junk/Spam folder and your Bin, as some email providers automatically delete junk mail. If it is still not there, please contact us at accountmanagement@iticapital.com with the subject line: Login Details Request from your registered email address
The email could have bounced, or you may need to confirm email ID in the case of not received. If still not received, please get in touch with accountmanagement@iticapital.com confirming full name, SC account number and we will manually send your details across.
Please put “login issues” in Subject of Email.
OTP’s are being sent to mobile phone numbers and email addresses, please check your Inbox, Junk and Bin folder.
We can temporarily disable the Two Factor Authentication whilst we investigate the issue.
Yes. Please email us at accountmanagement@iticapital.com requesting to remove this added security feature from your Client Portal.
Please put “Remove OTP” in Subject of Email
Please see our step-by-step Guide.
Please attempt the following:
If you continue to have issues, please send a screenshot to accountmanagement@iticapital.com and we will investigate.
Please put “login issues” in Subject of Email
Please reset your password via the Forgotten Password link
x1 Government issued photo ID:
x1 Proof of Address:
We can accept the below:
A government, court or local authority-issued document which incorporates your full name, supported by a second document, either government-issued, or issued by a judicial authority, a public sector body or authority or another FCA-regulated firm in the UK financial services sector, which incorporates:
Full name and:
Either residential address
Or date of birth
Government-issued documents without a photograph include:
Along with a proof of address:
Uploads taken via a mobile phone are acceptable – please ensure it is a clear, readable copy.
At present, joint applicants are unable to onboard through the online account.
In order to onboard, please complete the below Forms along with the required ID documents and email to accountmanagement@iticapital.com.
Please put “Joint Account application” in Subject of Email
Please contact your Broker of where you wish to transfer your cash and assets to and provide us with your Broker name and reference number (account number)
They will send us a signed Transfer instruction form to initiate your request.
Phoenix allows you to trade globally through a single platform that will give you direct access to the world markets that fit your investment strategy.
There are certain instruments, namely AIM listed stocks, that cannot be traded on Phoenix. If you cannot find the symbol you wish to trade on Phoenix, please call the Dealing desk at 02075628001 or dealing@iticapital.com
Access to live streaming data on global equity markets
Access to live prices on major futures and option exchanges
Free to use fundamental and technical research
Streaming news feeds
Access to 3rd party research
Via your Client Portal
To be eligible to trade on the Phoenix Platform and have a more secure log in, clients must ensure that their 2 factor authentication is set up. Please follow the steps outlined in this document to set up the 2 factor authentication for your account
Yes. Once your Phoenix trading account is open, you will automatically be sent your username and password.
(Please note: This will be a different login to your Client Portal info)
Please allow 1-2 working days for your account to open and trade
This is required for our security checks to identify you along with our Due Diligence policy
It may take around a week for your assets to become visible on the online platform as we need to perform a line by line reconciliation before and after the assets are moved onto the platform to ensure accuracy
Please click here to see Phoenix User Guidelines.
Alternatively, please get in touch with our Dealing Desk on +44 (0) 20 7562 8001 and they will be able to assist you with your enquiry.
Please complete the Cash Withdrawal form and send to cashwithdrawal@iticapital.com along with a copy/screenshot of a recent bank statement of where you wish to transfer your funds to and a valid form of ID.
Please put “Cash withdrawal” in Subject of Email
The bank statement must be dated within the last 3 months, state your name, address, account number and sort code.
You must state the account to debit from, the amount and currency, along with the noted bank account details that match the statement provided.
One withdrawal form per account.
To sell your assets without onboarding, you will need to contact our Customer Services line (+44 (0) 20 7562 8001) who will connect you to our Dealing desk, to sell all assets in your QORT account.
Please note the charges when selling through our Dealing desk.
Only once your cash has settled, please email cashwithdrawal@iticapital.com (with subject of the email noted “C):
1. A completed Cash Withdrawal form (per account), stating:
2. A recent Bank statement matching the account details on the cash withdrawal form, clearly noting:
3. Valid form of Government issued Photo ID.
BACS (free) – please allow up to 3 working days
Same day (£10)
Please contact your Broker of where you wish to transfer your cash and assets to and provide us with your Broker name and reference number (account number).
They will send us a signed Transfer instruction form to initiate your request.
Please email your ID documents along with the Marriage Certificate/Deed Poll to accountmanagement@iticapital.com where we will upload and approve your account for you
Please instruct us from your registered email address in order to update your email address or contact number. Send request to accountmanagement@iticapital.com (with “Contact details change” in subject of Email)
Please email accountmanagement@iticapital.com with confirmation of the new address details.
We can accept:
Please contact your SIPP Provider who will instruct us with the withdrawal instruction.
Funds will be credited to your SIPP bank account; we are unable to transfer funds to your personal bank account.
If a client has assets and wishes to disinvest, what are the steps?
1. Please contact Dealing@iticapital.com to sell assets first.
2. Once cash has settled in the client SIPP account, please email Cashwithdrawal@iticapital.com (with subject of the email noted “Cash withdrawal”) with the below documents:
Please submit your request to svs@leonardcurtis.co.uk.
You can run an activity report on your Phoenix account or contact us to receive a Brokerage Statement with information on dividends received between June 2020 and present.
Forms can be edited online and signed digitally, alternatively; we can post them out to you.
We can confirm that we are experiencing longer delays for dematerialisation of a share certificate due to the impact of COVID 19, Please note this is a physical transaction to a Registrar from our place of safe keeping/custody.
For a new request we anticipate this process to take 6 weeks on receipt of this new instruction.
For any pending dematerialisation certification requests, please note we are dependent on the Registrar and we have been advised as an early indication that this will take a further 4 weeks to process, this is due to the staff restrictions at ITI Capital, with all staff working remotely.
Thank you in advance for your patience, we look forward to providing you with an update on this process shortly.
Please email accountmanagement@iticapital.com requesting for share certificates, giving your account number and share details.
There will be a charge of £50 per line of stock.
There is up to a 4-6 week turnaround, depending on how shares are held and current pandemic restrictions.
Through your Phoenix trading account, please log in online to your account via https://onboarding.iticapital.com/Home/Login.
To sell from your Qort account, please contact our dealing desk via our Customer Services line (+44 (0) 20 7562 8001).
