Please follow the below steps if you want to open an ISA, transfer an ISA or top up your existing ISA account with ITI Capital
1.
Open an ISA
Simply log-in to the Client Portal with your existing details and create a new account, selecting ‘ISA’ as the account type and following the instructions to complete the set-up.
Alternatively email our dedicated team at ISAs@iticapital.com who will provide a new ISA onboarding pack and assist you with the process. Our expert ISA team can also provide more information on Smart Portfolios if required.
2.
Transfer an ISA
To transfer your ISA to ITI Capital, simply email ISAs@iticapital.com requesting a transfer pack and one of our dedicated team members will be in touch with you regarding the next steps.
3.
Top up your existing ISA account with ITI Capital
Are you an existing ITI Capital ISA account holder?
Make the most of your ISA allowance and top up your account today to start investing.
To do so, deposit funds into your existing ISA account and remember to add the ISA account number and your full name as reference.