Need some help using My Plans?

If you're needing some help, or want to find out more about My Plans and how to use it, our video guides could be a great place to start. With everything from how to register for the My Plans online customer platform to learning about the features available, you can take control of your account all at the touch of a button.

Here you'll find out how to:

  • Register for My Plans

  • Use My Plans

  • Stop, start, increase or decrease your investment

  • Make a fund switch

  • Make a withdrawal

download phone

How to register for My Plans

By registering for My Plans, you have the convenience of being able to manage your investments quickly and safely, when it suits you.

If you register and go paperless you'll also receive a My Benefits card.

It only takes a few minutes to register! This is your step-by-step guide to getting started and the personal information and security details you’ll need to provide.

How to use My Plans

Watch our two minute introduction video on how to use My Plans, covering everything from tracking your investment performance to editing your contact and bank details.

How to stop, start, increase or decrease your investment

Find out how to set up regular payments by Direct Debit, manage and cancel your payments and alter the amount you wish to pay in.

How to make a fund switch

It’s easy to switch and add funds with My Plans to take more control over how your money is invested. This video shows you how to make a switch, with details of how long the process takes plus some other useful tips.

How to make a withdrawal

It’s easy to access some or all of your money when you need to and even manage how much you withdraw from each of your individual funds. Watch this short video to see how to make a withdrawal and how long it takes to process your transaction.

Register now & get a reward for going paperless

When you register for My Plans and choose to go paperless, we’ll reward you. How? With your very own My Benefits card. This unlocks some fantastic savings and offers from thousands of leading high-street brands. 

my benefits

Get the app

Once you’ve registered, you can also get the My Plans app to manage your ISA and Junior ISA investments on the go.

On your mobile or tablet, open the camera and point your device at the QR code. A link will pop up, tap this, and you’ll be taken straight to download the app.