Smart Portfolio

[Keith3]

Good day Everyone,

I have a question, answers will be appreciated.

How do I change, if possible my Share Dealing acct to Smart portfolio? 

Thanks in advance

Keith Shelton   MKFS13

[AshishIG]

On 22/04/2023 at 16:27, Keith3 said:

Good day Everyone,

I have a question, answers will be appreciated.

How do I change, if possible my Share Dealing acct to Smart portfolio? 

Thanks in advance

Keith Shelton   MKFS13

Hi @Keith3,

To convert an existing account to a Smart Portfolio account is not possible. The only way to have a Smart Portfolio account is by creating a new one.

To do this, visit "My IG Dashboard," select "Add an account," and choose "IG Smart Portfolio" from the list. Then, submit your application. For your convenience, please refer to the screenshot provided below. 

If you need further information on our IG Smart Portfolio accounts, please visit our website at https://www.ig.com/uk/investments/smart-portfolios

All the best,

AshishIG

[annatrs]

Probably you can find it in FAQ

[Keith3]

14 hours ago, AshishIG said:

Hi @Keith3,

To convert an existing account to a Smart Portfolio account is not possible. The only way to have a Smart Portfolio account is by creating a new one.

To do this, visit "My IG Dashboard," select "Add an account," and choose "IG Smart Portfolio" from the list. Then, submit your application. For your convenience, please refer to the screenshot provided below. 

If you need further information on our IG Smart Portfolio accounts, please visit our website at https://www.ig.com/uk/investments/smart-portfolios

All the best,

AshishIG

Thanks very much for the clarification.