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account management

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account management
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Account management gives you an instant picture of your portfolio 24/7... making it easy for you to change and to buy new investments in minutes and get great savings on charges.

You can:

  1. break down and analyse your portfolio like a professional fund manager with Portfolio X-Ray . This free service shows you how your portfolio is structured, displays the sectors, asset classes and investment styles of your funds. All in easy-to-understand tables and charts so you can really see if your portfolio is right for you

  2. switch out of funds as often as you like. A specially reduced initial charge of 0.25% is available on some switches. Login to your account for more details

  3. check out funds before you switch or buy. Just put your potential new fund into our watch list to see how it performs

  4. get independent coverage on all the latest funds and investment opportunities by CityWire emailed FREE

  5. get your money out quickly and easily, with no notice period.
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CBFA

The smile invest funds supermarket gives you access to FundsNetwork, an investment supermarket from Fidelity Investments. smile invest and The Co-operative Independent Financial Advisers (CIFA) are trading names of Co-operative Bank Financial Advisers Limited, which is a wholly-owned subsidiary of The Co-operative Bank Plc and is authorised and regulated by the Financial Services Authority.

 

analyse your portfolio with x-ray

start to save with just £50 a month

 
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