From the 1st February 2025 (unless you upgrade to our Coach + Digital Adviser service), you’ll notice that some of the names of your portfolios have changed. Don’t worry, the holdings in the portfolios themselves are the exact same, we will just adjust what they're called. And you’ll be able to add a new account, change portfolios and make withdrawals and deposits as you see fit.
You won’t have access to explicit financial advice, unless you choose to upgrade to our Coach + Digital Advice service.
Will the name of my portfolio change?
Yes. You’ll see your portfolio name change to example: ISA - Portfolio 1. Don't worry, the holdings in the portfolio will stay the same.
Will my portfolio stay the same or will it change?
Yes, your portfolio will stay the same if you don’t sign up for the Coach + Digital Advice service.