How to Invest

  • First find your fund. You can do this, either by typing the name of your fund into the Search for a fund box, or by using the drop-down filters. For example, under the Fund Provider drop-down menu, if you click on Artemis all their funds will be listed.
  • Once you have your fund, click on the ADD + button (to the left of your fund name) You can then either continue to add other funds or purchase the fund immediately.
  • To purchase your fund(s) click on the bright orange box MY BASKET (top right).
  • Your fund(s) should show in the box. Click on PURCHASE FUNDS
  • You will be taken to another page and can view your updated basket.
  • Enter the amount you wish to invest and follow the steps as instructed to purchase your funds.

How to invest in an EasyISA

  • Click on the third option along the top of the page - 3.Chelsea EasyISAs. Once you have selected your EasyISA, click on the ADD + button (to the left of your EasyISA name).
  • Your Easy ISA will now be in your My Portfolio area.
  • Either click Equally Weight, or choose your own weighting.
  • Finally, click Export Portfolio and follow the online instructions.