Investment details for ISA

When including a ISA Stocks and Shares in your research, you need to complete the ISA Investment panel.

Click on ISA on the left hand menu

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On the right hand Investment pane, complete the amount of contribution that will be invested in the ISA. If a regular contribution is to be made, select the frequency from the drop down list (Options are: Monthly, Bimonthly, Quarterly, Half-yearly & Annually). Transfer amounts from previous tax years can be included.

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Once the features and investment sections have been completed for all selected wrappers, move to the fund section to select a portfolio for each.