Joining from OpenMoney

New accounts (ISA or GIA)

• How do I open a new ISA or GIA?

My Account

• How do I buy or sell my investments?
• What if I don’t have enough money in my account to pay the fees?

Octopus Money compared to OpenMoney

• Will there be any changes to the fees I pay?
• What are the differences between the service I get from OpenMoney and the service Octopus Money offers?
• What will happen to my access to the OpenMoney account and app?
• Will I still be able to speak to my adviser from OpenMoney?

Managing funds

• Do you have a record of my named beneficiary?
• Which Octopus Money portfolio should I invest in?
• How are my investments managed?
• How can I switch to a different portfolio in my GIA, ISA or SIPP?
• What if I don't want to move to Octopus Money from OpenMoney?
• What if I already asked to leave OpenMoney?

OpenMoney complaints

• What if I want to file a complaint about OpenMoney?