Using Octopus Money on mobile
The Octopus Money app lets you manage your accounts on the go. You can download it on your phone via Android Play Store or Apple App Store. Here's what you can do in the app, and where to find anything that isn't there yet.
What can I do in the app?
You can manage all your Octopus Money accounts on mobile:
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View your portfolio: check your ISA, GIA (General Investment Account) and pension balances and performance at a glance
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Add money: make one-off deposits into your ISA, GIA or pension
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Withdraw funds: request a withdrawal from your ISA or GIA
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Switch portfolios: change your investment portfolio across any of your accounts
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Define beneficiaries: add, remove and update pension beneficiaries
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Documents: upload and download account documents
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Get help: browse this Help Centre
What's only available on the website?
A couple of things aren't on the app yet. You'll need to sign in at app.octopusmoney.com to access these.
Coaching tasks and upcoming bookings
Your pre-session and post-session tasks, and your upcoming coaching session bookings, can only be seen and managed on the website.
Go to app.octopusmoney.com to view your coaching tasks and bookings.
Your financial plan and forecast
Your active plan, forecast graphs and any boosts set up by your coach are only available on the website.
Go to app.octopusmoney.com to view your financial plan.
We're adding more to the app over time, so keep an eye out for updates.
Tip: use the website on your phone
The website works well in a mobile browser. Just go to app.octopusmoney.com and sign in with the same email and password you use for the app.
Still need help?
Email us at support@octopusmoney.com and our team will get back to you.