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Sub-portfolios in one account - possible on IG?


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Hello,

I'm new to IG and would like to know if it is possible to have sub-portfolios under one account eg: 

Share Account
>> UK stocks and ETFs
>> US stocks
>> Super long trades

I realise that I can open several share accounts (which is actually great) but i assume there will be separate custody charges and separate trading activity targets to get the 'best rate'. Also it would be nice under one account for end of year tax report with consolodated financials.

Thanks.

ps. while I am on here with feedback, please can you consider updating your 2FA to be Google Authenticator - your system of adding the code to the end of the password is clever but it means no biometrics will work on mobile and also we keep getting prompts from password reminder software to update each time theres a login.

 

 

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9 hours ago, Tigerlight said:

Hello,

I'm new to IG and would like to know if it is possible to have sub-portfolios under one account eg: 

Share Account
>> UK stocks and ETFs
>> US stocks
>> Super long trades

I realise that I can open several share accounts (which is actually great) but i assume there will be separate custody charges and separate trading activity targets to get the 'best rate'. Also it would be nice under one account for end of year tax report with consolodated financials.

Thanks.

ps. while I am on here with feedback, please can you consider updating your 2FA to be Google Authenticator - your system of adding the code to the end of the password is clever but it means no biometrics will work on mobile and also we keep getting prompts from password reminder software to update each time theres a login.

 

 

Hi @Tigerlight,

You can't subdivide one share dealing account. Effectively you can use different share dealing accounts and rename them.

The custody fee only applies to your whole IG account for the Share dealing part. You won't need to pay 3 custody fee for example.

Thank you - Arvin
 

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