How to open your IG Smart Portfolio

Tell us about your financial goals and pick your investment style. Investing made simple.

The value of investments can fall as well as rise, and you may get back less than you invested. Past performance is no guarantee of future results.

How it works

  • We ask about you

    Whether you’re saving for retirement, school fees or just simply looking for a better return on your savings, we’ll tailor your portfolio to you. Just answer a few simple questions about your investment goals, and we’ll get you up and running.

  • We build your portfolio

    After we’ve learnt about your investing goals, we’ll show you the portfolio with the best mix of investments to meet your targets.

    See how we expect each portfolio to perform over time, and you can easily change which one to invest in.

  • Deposit your funds

    When your portfolio is set up, you can choose to fund it by debit card, PayPal or bank transfer. We’ll invest the funds as soon as they reach your account.

  • Top up at any time

    Add funds to your investment whenever you like – you can even set up a standing order to do it automatically. Meanwhile, we’ll rebalance your portfolio as needed, so you don’t have to.

  • Check up on your portfolio

    See how your portfolio is performing at any time on our intuitive online platform or mobile app. You can also switch between portfolios or withdraw your money without charge. Simple.

Are you ready to start investing?

It’s free to open an account with us and you could get set up in just a few minutes. See how much your savings could grow – simply use our investment calculator to project the performance of your IG Smart Portfolio.

Already an IG client?

If you’re an existing IG account holder, simply log in to My IG, click ‘add another account’ and then select ‘add IG Smart Portfolio’ to open an IG Smart Portfolio account.