Adding funds
-
Help, the heat has melted my aged brain and I can't figure out how to add funds via the website. I thought I'd ask the collective first.
Mrs Jaws wants to add this year's £20k to her S&S ISA , with £5k to Tech and the rest to OGG. We've both got SIPPS and ISAs already invested in those portfolios so I've obviously been through the process before but I'm stuck as to where to start.
if someone could kindly give me some hints and tips it would be greatly appreciated, thanks
-
Hi N,
I left you a voice message. Give me a call when free.
Regards
-
Thought it may be worth adding a general answer here as well :
Log into your account, select the account you want to add the contribution too,
scroll down to contributions and select add new contribution
Follow the process through
You can either select single d/d and we will collect the funds from your account or BACS
If you select BACS you will receive the account details and reference for you make an electronic contribution from your bank account
Cheers
Nik -
Thanks Adam and Nik for your help.
Turns out setting up the contribution within the Cobens website is the easy bit.
It took far longer to convince Lloyds Bank to release the initial £5k tranche from our bank account. Their starting point nowadays is 'It's a scam' and seemingly you have to convince them otherwise. Even though I've done it before.