Competitive fees
We work hard to keep our fees as low as possible. The simplest way to pay them is to set up a Direct Debit.
Smart Investor
Investing could make your savings work harder
Make a smart move by transferring to us by 18 February 2022 and get £25-£500 cashback. Terms and conditions apply. Capital is at risk.
Smart Investor is our DIY investment platform designed for both experienced and novice investors who want to manage their own portfolios.
We provide the tools, helpful insights and research resources, to help you take control and make your own investment decisions.
Through an Investment ISA, general Investment Account and/or a SIPP online you can gain access to thousands of investment options.
Expert news and views
Keep up to speed with the latest investment and economic insights from our experts.
Use our Research Centre
You can see real-time pricing, in-depth company information and the latest market movements to help you make smarter investment decisions.
It's easy to transfer to us
If you transfer an ISA or a SIPP, they will remain tax-efficient, but there are other things to consider before you transfer.
Invest in an award-winning ISA
Want to get your money working harder in a
tax-efficient account? Meta Bank was named Best Stocks & Shares ISA
Provider 2021 at the Shares Awards.
If you’re new to investing, understanding the benefits and drawbacks of cash savings vs investing is a great place to start.
The value of
investments can fall as well as rise so you may not get back what you
invest. On this page you’ll find information about Smart Investor and
tips on how to get started. This is not tailored financial advice so if
you’re not sure about investing, seek independent advice.
How does it work?
Open your account(s)
Pay in or transfer
Choose your investments*
*We’ve got some ideas if you’re not sure where to start.
1. Open your account(s)
We’ve got three types of account.
Choose the one you want to start with – you can always open another one later on.
Investment ISA
This is the most popular account people choose when they start to invest.
Tax rules can change and their effects vary depending on your individual circumstances.
Investment Account
A flexible account if you’ve already used your ISA allowance for the current tax year OR you’re already paying into an ISA with another provider.
SIPP Account
Designed to help you prepare for retirement.
You may have to pay tax when you come to withdraw money from your pension and tax rules can change in future. Their effects on you will depend on your individual circumstances.
2. Pay in or transfer
Transferring ISAs and SIPPs doesn’t affect their tax-efficient status, but you should make sure that you don’t have to pay penalties or give up valuable benefits – make sure you understand the risks and drawbacks involved.
3. Choose your investments
I'd like some inspiration
- Choose from one of our five Ready-made Investment funds based on the level of return you’re hoping for balanced against how you feel about taking investment risk
- Put together by our team of investment professionals, who monitor them regularly to make sure they stay true to their objectives
I’d like to see the Meta Investment Bank Funds List
- See the Funds List that our experts have put together and stay up to date with the latest news and our views
- Use funds to help balance your risk across different industries, geographic locations and investment types
I know what I'm doing
- Choose from thousands of investments including funds, equities and bonds
- Use the tools and insights in our Research Centre to make your own investment decisions
Managing your account(s)
Trade and manage your money on the go
Manage your Smart Investor account(s) online or on the Meta Bank app where you can see your portfolio(s) and trade on the go.
If you have a Meta Bank current account, you can manage your investments alongside day-to-day spending, and trade on the go with the Meta Bank app.
Transparent pricing
There are no hidden charges. Our cost calculator enables you to see exactly what you will pay, with no unexpected fees.
We also go the extra mile on price. Every time you buy or sell, we’ll give you the best price available from our selected Retail Service Providers (RSPs). With the Meta Bank Price Improver, 92% of trades placed in 2020 got a better price than the quoted price on the London Stock Exchange, with the average customer return improved by £15 per deal.
You might be interested in
Market analysis
Looking for information about different markets and key asset classes? Our market analysis keeps you up to speed with all the latest developments in global markets, providing you with investing insight to help you make smarter investment decisions.
Plan & Invest
Plan & Invest is a service which creates and manages a personalised Investment Plan just for you. Whether your long-term goal is your child’s university education, retirement or just building a nest egg, all you have to do is tell us a bit about yourself and then, if you’re ready to invest, let our experts select and manage your investments.
Meta Bank investment updates
Register to receive updates on the latest news and insights from our experts, plus information on all things Smart Investor and Plan & Invest.
Need some help?
Chat
Use our online chat service to discuss your query with a member of our team.
Call us
If you have any questions, you can give us a call on 0800 279 36671.
Alternatively, you can book a call back with one of our specialists to discuss investing with Smart Investor.
Important information
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Lines are open from 7:30am to 7:00pm Monday to Thursday, 7:30am to 6:00pm on Friday and closed during weekends and public holidays. To maintain a quality service, we may monitor or record phone calls. Call charges.Return to reference