Learn to buy online

As per any changes to your account, you will need to start by logging in. The can be done by clicking SIGN IN/OUT and completing the log in details.



TIP: If you have forgotten your password, you can request a new one by clicking “Forgotten Password”. This will then send a temporary password to your email address. You will need to change it to something more memorable when you log in.



This will then take you through to your FundStore account. When here, click “Buy funds”.



This will take you through to the “Invest NOW” page. When here, you will need to start by choosing a fund you would like to purchase. Why not recap how to compare a fund by clicking here.

TIP: If you would like to top up an explicit fund you already hold, tick the box to the left of the fund within your expanded valuation and then click the blue "Top Up" button underneath the table.

To choose a fund start by typing the fund name into the “Search for a fund” bar. As you type, a dropdown will appear offering you fund options. Click on the fund you want, or press “return” to see all relevant funds.



There are a number of other ways you can search for a fund, which we talked about in a previous edition of eViewpoint. To recap, click here.

If you are choosing a Chelsea EasyISA click the “Chelsea EasyISA” box, which will give you the options.

TIP: If you are typing the fund name in to “search for a fund”, make sure all of the other dropdown boxes show “All funds” or “All”. If they don't you may not be able to find the fund you are looking for.

To add the fund(s) or EasyISA click the ADD+ button, which can be found to the left of the fund name in the table of funds. This will place the chosen funds into MY BASKET. If you are choosing an EasyISA, a dropdown will appear. Simply click “Add to basket”. This will then place the funds in your basket.

        

TIP: Look out for the “Open” column. This will tell you whether or not this fund is open for investment.

Click MY BASKET which will expand and show the funds you have selected. Once you have selected the funds you want, click “purchase funds”.



TIP: If you select the wrong fund you can remove it by either clicking the ADD- button.

This will take you through to your “Basket”. You will need to choose whether you would like your investment to be ISA wrapped or not and choose how much you would like to invest into each fund or EasyISA. Please be aware that there is a £50 minimum for investment via the website.

TIP: If you need to remove a fund you can do so by selecting it and clicking “Remove Selected fund.” If you would like to add a new fund, simply click “Select a new fund”, which will take you back to the “Invest NOW” page.  



If you have chosen income funds, you will be asked to confirm if you would like the dividend to be reinvested, or paid out. You will be asked to supply your bank details at a later stage.

Once you have confirmed the funds you are investing in, the investment wrapper, how much you are investing and whether you want income to be reinvested (if applicable), simply click “Proceed”.

This will take you through to the terms and conditions page. Please ensure that you read the terms and conditions and tick the relevant boxes.

If you previously selected to have income paid out, you will now need to complete your bank details. Dividends will accrue in your Cash Account and on the 7th working day of the month it will be paid out to you. If you do not want to have the income paid out or reinvested, but would prefer the income payments to stay within your Cash Account, please contact us in the office.

You should now be at the payment page. There are a number of ways you can pay for your investment:

• If you decide that you would prefer to pay using cash for your Cash Account, simply click “Payment online by Cofunds Cash Account.”
• If you would prefer to pay by cheque please kindly complete an application form and forward this and the cheque to Chelsea Financial Service. Cheques must be made payable to Cofunds Ltd.
• If you would like to make a payment using a debit card you will be taken through to the following screen:

Follow the remaining pages through. Once completed you will receive a confirmation reference and email.

If you are in any doubt, or have any questions, please do not hesitate to contact us at  info@chelseafs.co.uk and we can check this for you.

TIP: Place your deal before 10:30am to have your fund sold on the same day, providing it has a midday pricing time.

TIP: You can return to your account home page at any time by clicking MY FUNDSTORE at the top of the page. Please be aware that if you have already selected funds for MY BASKET, these will remain in there.

Ensure that you have read the Key Investor Information Documents and are aware of our terms and conditions before making any investments or switches to your account.