First Class Private Banking
Investment Dealing Account
You need to be 18 or over to open a Norvalden Investment Dealing Account. IDA can be opened in your name or in joint names and charities, clubs and companies can also open an account. When you open your Investment Dealing Account, we’ll send you a password and a Personal ID so that you can access your account online and get trading right away.
Investment Dealing Account
Our flexible dealing account that lets you hold a wide range of investments.
What is an Investment Dealing Account?
It’s a flexible dealing account that lets you to hold a wide range of investments. It gives you complete control to develop your investment portfolio in a way that works for you – whatever you’re investing for.
As long as you don’t mind paying the account fees, you can have as many Investment Dealing Account accounts as you want – helpful if you’re saving towards different goals.
- You can make investment deals online or over the phone, and in real time for listed securities, avoiding time consuming paperwork.
- It’s quick and easy with all your trades settled automatically through your account.
- Your investments are held together in one easy to access place. You can see their value at any time.
Before you start with an Investment Dealing Account, it helps to be clear on a few key points.
What for and how much?
- What are you investing towards? Retirement, university fees, a rainy day? The investments that might be suitable for you will depend on your goals and how long you plan to invest.
- And how much money do you want to invest? Will it be enough to meet your goals?
The risks and how to manage them
- What sorts of risks are you willing to take? Different types of investments come with different types of risk that you should take the time to understand. Our Investment selector includes information about risks for the investments you can choose from.
- The greater the return you want, the more risk you’ll usually have to accept.
- It can be tempting to buy and sell investments just because everyone else is. Try to avoid the panic trap by doing your own research first and make up your own mind based on the facts.
- Think about managing your Investment Dealing Account’s overall risk exposure by choosing a range of different investments from different fund managers and listed companies.
- If you’re saving over the short-term, it’s wise not to take too much of a risk. It’s generally recommended you invest for at least five years.
- Once you’re up and running, review your Investment Dealing Account regularly. A fund might change the way it invests for example, or you might not be willing to take as many risks as you did before.
- Always remember that investments can go down as well as up. You may get back less than you put in and that past performance is not a guide to future performance.
Why Norvalden for your IDA?
Account fees that don’t grow with your investment
Save regularly from $50 a month
Stop, start and change your payments whenever you like
24/7 access to manage your Junior ISA online
Over 4,000 investments to choose from
Low monthly Account charge of $10
Start trading online the same day
Access money when you want
Savings in your ISA grow free from additional income and capital gains tax
Norvalden® is registered and authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Norvalden® gives no financial or investment advice.
Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.
All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. We can't give you financial advice.
Laws and tax rules may change in the future without notice. The information here is our understanding as of April 2018. This information takes no account of your personal circumstances which may have an impact on tax treatment.