Managing ISAs & GIAs

Moving my funds

• How do I transfer my Octopus Money ISA to another provider?
• How do I transfer my Octopus Money GIA to another provider?

Adding funds to my account

• How quickly is my money invested?
• How can I add money to my GIA?
• Can I transfer part of my GIA to Octopus Money?
• Can I transfer my GIA from a different provider to Octopus Money?
• Transferring an ISA to Octopus Money
• How do I fund my account?

See all 11 articles

Withdrawing from my account

• What does re-registration of assets mean?
• How long does it take to settle sales of investments?
• How can I withdraw money from my GIA?
• How can I withdraw money from my ISA?
• When I withdraw money from my account, will I get exactly what is shown on my dashboard?

My Portfolio

• Do I earn interest on cash that I keep in my GIA?
• 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's in my investment portfolio?
• Are dividends automatically reinvested in my GIA?

Fees

• What are your investment fees?
• What if I don’t have enough money in my account to pay the fees?

Investment FAQs

• How we manage portfolios — our rebalancing process
• How do I find and understand my closing statement?
• How can I switch to a different portfolio in my GIA, ISA or SIPP?
• What if I need to change my Direct Debit amount or date?
• What happens if I move overseas?
• How do I set up a Direct Debit for my ISA, GIA or SIPP?

See all 7 articles