Share dealing

This is a short, step-by-step guide to show you how to place a share deal online.

Log into your account using your username, date of birth, online password and three digits from your secure number. (Video shows the log in steps)

Now you can see your portfolio showing your accounts and their cash balance. (Video shows logged in portfolio summary page) Decide the account in which you would like to place a deal and click on the green 'Deal' tab. (Video shows cursor selecting 'Deal' for a Group SIPP, as an example)

If you need to top up your account first, you can watch how to do this here. Please ensure that you have read the Key Features document before adding money to your account.

Search for your chosen share investment by typing the name of the investment into the 'Stock search' box. (Video shows the summary page of a Group SIPP and cursor selecting the search box of the 'Stock search' which is on the bottom left of the page)

Once you have found the share investment you wish to purchase, simply click on the green button under the 'Actions' column. (Video shows search results and cursor selecting the green button described, which is the 4th and last in a row of four icons under the 'Actions' column)

You are now on the dealing screen. Select the 'Pounds sterling' box and then enter the amount you wish to invest in the 'Quantity' box. Or select the 'Number of shares' box and then enter the number of shares you wish to purchase in the 'Quantity' box (Video shows each option described).

If you enter the amount you wish to invest, you'll be given the option to include the charges. (Video shows 'Including charges' tick box being selected) This means the cost of buying the share, dealing commissions plus any government charges, such as stamp duty and PTM levy, will be deducted from the value you have entered into the 'Quantity' box. Your total deal figure will not exceed this figure.

(Video shows 'Including charges' tick box being unselected) If you decide not to include the charges, then we will buy as many shares as possible, up to the value you have entered, and the charges will be taken from the available cash within the account in which you are making the deal. Therefore the total deal may exceed the value you have entered. Finally select 'Place a deal'.(Video shows cursor clicking the green 'Place a deal' button)

(A pop up window appears over the previous screen.) You'll be shown a live price quotation, this will show you the price you are paying per share, and the total which includes your dealing commission and the cost of any other charges, such as stamp duty and PTM levy.

A quotation is based upon the best price obtained from our panel of market makers, it's a live price and you'll be given 15 seconds to either cancel the quote or accept it. (Video shows cursor clicking the green 'Accept' button on this live price quotation pop up window.)

After clicking 'Accept', you'll be shown confirmation on screen that the deal with successful.(Video shows this confirmation message) Confirmation will also be sent to you via email and a contract note will be available within your 'Portfolio history' tab.(Video shows a cursor clicking the light blue 'Finish and return to portfolio' button)

The stock will also now show within your accounts.