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 firstname.lastname@example.org with the subject line: Login Details Request from your registered email address
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, 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.
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 email@example.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
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
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
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.
At the moment our web portal doesn’t support this function until added in a future update.
Please complete the form in the link below and send to firstname.lastname@example.org with a copy/screenshot of a recent bank statement of where you wish to transfer your funds to.
This must state your name, address, account number and sort code.
BACS (free) – please allow up to 3 working days
Same day (£10)
At the bottom of your holdings list, you will be presented with a Red bar which reads “Do you want to transfer your current positions to ITI?” Please select “No”.
ITI will then approve your withdrawal request.
You are then able to login to the portal and click “submit closure form”
Please fill in the relevant details of the transfer.
Download, sign and upload the form and any relevant identity documentation required by us to authorize the transfer
If you are also transferring assets (stocks), please ask your Broker to initiate a transfer request and send it to email@example.com
If it is a cash transfer to your own bank account, we will action this immediately
If it is a broker transfer, we will action when instructions are received from your existing broker as described in point 6.
Please notify firstname.lastname@example.org, we will reset your status and you will need to follow the steps in the previous point.
We will require the following (certified copies where appropriate) of:
Please be rest assured, your holdings are still there. Drop us an email at email@example.com and we will rectify this for you.
Please email your documents to firstname.lastname@example.org where we will upload and approve your account for you, you should note that this will be a manual process. Please also refer to the list of acceptable documents mentioned above
Please email your ID documents along with the Marriage Certificate/Deed Poll to email@example.com where we will upload and approve your account for you
Please email firstname.lastname@example.org with confirmation of the new address details.
We can accept:
Due the inconvenience caused, ITI want to ensure we treat customers fairly and we have now extended the zero transfer out fee to 23rd March 2021
Firstly, may we apologies for the delay.
Given the volume of clients being transferred, ITI has been developing an enhanced automated system to handle the migration process. This system has not worked as hoped which has resulted in some accounts having to be manually processed which, in turn, has caused delays in completing the migration of your account(s). We accept that this has been unacceptable and extremely frustrating, particularly bearing in mind that SVS went into special administration in in August 2019 and the consequent lack of access to cash and assets since then.
We are working extremely hard to resolve our IT issues. In the meantime, may we take the opportunity to thank you for your continued patience and advise that we look forward to working together to provide you the level of service that you would expect
SJS Legal Limited are a legal services company and part of the HHL Group of Legal practices. SJS Legal are not affiliated with ITI or the wider group of ITI companies; it is not part of the ITI Group.
If you were either (i) an SVS Model Portfolio client, or (ii) an SVS Advisory Client, it may be that you have certain rights available to you as a result of the suitability or appropriateness of the investments made by and held at SVS on your behalf prior to its collapse.
ITI is not authorized or permissioned as a Claims Management Company and accordingly is not in a position to discuss or advise on individual circumstances.
Accordingly, we teamed up with SJS Legal to offer clients the opportunity of speaking to an expert about their potential rights and courses of action, including filing claims against SVS at the Financial Ombudsman Service.
You absolutely do NOT have to talk to or instruct SJS Legal. This is entirely at your option.
No. You do not have to have ANYONE help or advise you with any of this. It is entirely your decision as to whether you look to pursue such rights, and if you do so whether you do so yourself or whether you seek advice or help.
If you choose to instruct SJS Legal, ITI will receive a small introduction fee. Other than that, the terms of your relationship will be subject to the terms of the engagement letter you enter into with SJS Legal. It will be an entirely separate relationship from your relationship with ITI and ITI will not be a party to it.
If you are displeased with the level of service you are receiving from ITI and you wish to raise your concerns then in the first instance please contact our compliance department at email@example.com who will communicate directly with you regarding the issues that you have raised as part of your complaint. Further details of ITI’s Complaints Procedure can be found at https://iticapital.com/assets/pdf/Complaints-Procedure.pdf