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Applying for an ISA account is a two-part process
Part 1 - Apply for a ShareCrazy Trader Account In order to open up a ShareCrazy Self Select ISA Account online you must first open a ShareCrazy Trader Account. This is all automated online and takes a few minutes. Why do I need to open a ShareCrazy Trader Account? We will collect your Annual Management fee from this account, thus allowing you to make maximum use of your Tax efficient allowance investment of £7200 per year direct into your ISA. How to apply: Complete the Online application form for the ShareCrazy Trader Account. While your application is being processed Online, we will confirm your identity. This takes a few minutes. Once your application has been accepted you will be given your ShareCrazy Trader Account number and instructions on how to activate the account and complete this stage. If we cannot confirm your identity we will ask you to send in some documents. This will take 2 - 3 days to process, once we have received your documentation. Once you have activated the ShareCrazy Trader Account you will be able
to open the ISA account when you sign in, as below to finish the
process.
Part 2 - Apply for a Self-Select ISA Trading Account Once you have logged in your ShareCrazy Trader Account you will be able to select to enter the ShareCrazy Trader Account or open an ISA account. When opening the ISA, you will be presented with the ISA Terms and Conditions. Once you have accepted the Terms and Conditions you will then be presented with your personal details to check and answer a few questions. Once you have completed the declaration, you will be given an ISA account number. This takes a few minutes. You will then have a choice of whether you wish to 'Transfer' in an existing ISA you hold elsewhere or 'Subscribe' to an ISA for this tax year. You will be able to download a form to complete either the 'Transfer' or 'Subscription' once the ISA is open.
Click here to open an Self-Select ISA - Subscription this year or to transfer ISA's to us from another broker
Regulation
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