How do I complete onboarding on the IG app?

New Clients - This section applies to clients who are new to IG and are using the app for the first time.

Complete onboarding after creating your profile to open your account. You have 90 days to finish before your application expires.

What happens when I start onboarding?

Before the questions begin, the app shows an introduction screen: We will ask you a few questions — To comply with regulations. Each section should only take a couple of minutes. Tap Get started to begin.

The three sections are:

Personal details — Required to protect your identity
Tax residency — Keeps your tax status correct
Finances — Helps IG match you to the right products

What do I need before I start?

Date of birth
Phone number
Home address
Nationality
National Insurance number
UK tax residency status
Industry and occupation
Annual income
Total amount in savings
Intended funding source

How do I complete onboarding?

Step 1 – Enter your personal details

From the home screen, tap Get started.
Enter your date of birth and phone number. Your phone number is used for important communications only.
Begin typing your home address. Select it from the autocomplete suggestions list.
Tap Continue.

Note: If your address does not appear in the dropdown, select Add address manually at the bottom of the list.

Step 2 – Confirm your nationality and tax details

5. Select your nationality from the list provided.

6. Enter your National Insurance number and tap Continue.

7. Confirm your UK tax residency status and tap Continue.

Note: If you do not have a National Insurance number, enter QQ999999A to continue. If your nationality is not on the list, you will not be able to complete onboarding at this time.

Step 3 – Enter your employment details

8. Search for your industry and occupation from the list.

9. With all fields filled in, tap Continue.

Step 4 – Enter your financial details

10. Select your annual income from the options provided.

11. Confirm your total amount in savings.

12. Choose how you will be funding your investments from the list.

You can fund your account using:

Pay by Bank — instant transfer

Apple Pay

Card payment (debit or credit)

Manual bank transfer — processing time is 3 to 5 business days

Transfer in for stocks — coming soon

For more information: What's the minimum and maximum amount I can deposit?

Step 5 – Review and accept the terms and conditions

The Terms and Conditions screen lists the following documents for your review:

Risk Disclosure Notice
Share Dealing Customer Agreement
Market Data Confirmation
Costs and Charges
Privacy Notice

Tap any document to read it in full. Two confirmation checkboxes are shown:

Marketing consent (optional) — I am happy to receive emails from IG Group about investment ideas, products and services
Agreement (required) — I confirm I have read and agree to all of the above

If you have a promotional code, tap Add a Promo Code, enter your code (for example, WELCOME10), and tap Apply. You will see: Your promo code has been applied!

13. Tick the required confirmation checkbox and tap Continue.

Market Data Confirmation

After the T&Cs screen, you will be shown a separate Market Data Confirmation screen. This is a regulatory declaration. You are confirming:

I confirm that I am a non-professional user* for market data purposes or, if I am a professional user, I confirm that I will immediately contact newaccounts@ig.com.

Note: A non-professional user for market data purposes means that you are an individual and not any sort of entity, company or otherwise, and you meet all of the conditions set out in the non-professional user declaration. If you are a professional client under the FCA rules and hold a professional account with IG, you can still be a non-professional user for market data purposes if you meet the criteria above. IG does not offer tax advice — if in doubt, consult a tax advisor.

Account submission

After confirming, the app processes your application through three sequential screens:

Verifying your details
Building your account
Preparing your new platform

Once complete, your account is ready.

Existing Clients - This section applies to clients who already have an IG account and are logging in to the new app.

If you already have an IG account, you do not need to complete onboarding again. Your existing account details carry over automatically when you log in to the new app.

To open an additional account type - for example, an ISA or Crypto account: navigate to the Wallet and tap Unlock More Accounts.

Frequently asked questions

Can I save my progress and come back later?

Yes. Your progress is saved automatically if you exit mid-onboarding. Log back in and tap Start from the homepage to continue.

How long do I have to complete onboarding?

You have 90 days to complete onboarding.

IG sends follow-up reminders every 3 days for 3 weeks.
After 45 days, your application is placed on hold.
After 90 days, your application is rejected and you must reapply.

What if the app says I already have an IG account?

If the email address you enter is already linked to an existing IG account, you will see: Looks like you have an existing IG account. Speak to our team or try to login with another email address.

You have two options:

Tap Speak to IG to contact the team for help.
Tap Back to login and log in using the email address linked to your existing account.

What if I see an error during account submission?

If the app shows Unable to load — Data is unavailable right now, try again later, tap Back and try submitting again. If the problem continues, contact us via Chat or WhatsApp.

What if I exit the app mid-onboarding?

If you tap the X button during onboarding, you will see: Are you sure you want to exit? Your progress won't be saved. You'll need to start again if you leave now. Tap Continue application to stay, or Exit to leave.

Do I need a National Insurance number?

UK residents: a National Insurance number is required.
ISA applicants: a National Insurance number is mandatory.
No National Insurance number: enter QQ999999A to continue.
Non-UK residents: a local tax identification number (TIN) may be accepted instead.

I already have an IG account — do I need to complete onboarding again?

No. Your existing account details carry over automatically when you log in. To open an additional account type, navigate to the Wallet and tap Unlock More Accounts.

Can I skip account opening and come back later?