If you’re happy to join Octopus Money, there’s nothing more you need to do.
Over the next 2 months, we’ll look after all the details of moving your account to our platform. The great news is that none of your investments need to be sold. For example, if you have an ISA, there won’t be any negative impact on your ISA allowance. You’ll stay invested in the same funds, pay the same fees and enjoy our great customer service to boot.
We’ll let you know when your account is moving over and we’ll share your new account details. Once you’ve moved over, you’ll be free to stay with Octopus Money or choose to switch to a different service. Until then, you can continue to access your investing account through your normal OpenMoney or evestor account.