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



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.



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