Charles Stanley Direct

Online Investing

Charles Stanley Direct

Online Investing

Use our low-cost trading platform to manage your financial future and make investments online. Fast, flexible, secure.

Get started today Account options

Why invest online with Charles Stanley Direct?

Our online investing platform keeps you in control of your portfolio any time, anywhere. Quickly find the investments you want and buy or sell investments at the click of a button or a tap on the app.

Easy and fast

Open your account in minutes and start building your portfolio online, or via the app today.

Wide investment universe

Trade directly from over 12,500 UK and International Shares, Unit Trusts, OEICS, ETFs and Investment Trusts.

Safe and secure

Your wealth is protected and nurtured within an online account that is protected by strong cybersecurity measures.

Monthly investing

Set up Direct Debits to invest from as little as £25 per month. Select from our wide range of funds and automatically top-up your chosen investments.

Award-winning service

Our experienced Client Services team in Edinburgh can help you with technical questions about the platform, or detailed account queries.

Competitive charges

Our low service fee is 0.30%. Our highly competitive loyalty programme means the more you invest the more you can save across your accounts.

Benefits of our loyalty programme

Cashback

You could be eligible for up to £1,500 cashback if you transfer your cash and/or investments held with another provider to Charles Stanley Direct Online Investing platform.

Get up to £1,500

The cashback offer applies to General Investment Accounts, ISAs, Junior ISAs, or SIPPs. The amount of cashback you could earn increases the more you transfer.

See the terms and conditions for more information on how the offer works or contact our Helpdesk.

    Why Online Investing could be ideal for you

    Trading online allows you to take control of your investments, creating opportunities to grow your savings or for additional income. With our support and guidance we can help you choose from a wide range of investments.

    Don't just take our word for it

    Choose the right account for you

    You can choose from a range of account types via the Online Investing platform. Save, invest, and plan a secure financial future for you and your family.

    Account options

    Stocks & Shares ISA

    Make your savings work harder with our flexible ISA. Shelter up to £20,000 from capital gains, and investment income taxes each tax year.

    Account options

    Self-Invested Personal Pension

    Create more opportunities for your retirement by saving within a SIPP. Pay in up to £60,000 per tax year, get tax relief on your investments and pay no capital gains or income taxes on your investments.

    Account options

    Investment Account

    Start investing today with a wide range of funds and shares or transfer and consolidate any existing holdings.

    Account options

    Junior Stocks & Shares ISA

    Give your children a financial head start with our JISA. Shelter up to £9,000 from capital gains, and investment income taxes each tax year.

    Account options

    Cash Savings

    Get quick and easy access to some of the best interest rates available. Set up an account on our Cash Savings platform through our Online Investing service with no commitment then browse, choose, and switch.

    Start your investment journey

    Suited to all levels of investor, watch our video to find out how our investment platform can help you manage your investments.

    Our award winning service

    We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our high-quality services.

    View all awards
    Best Investment ISA – Large Portfolio 2024
    2024 Best SIPP Provider
    2022 Best for Customer Service

    More insights

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    Frequently asked questions

    Firstly, you will need to register and verify your email. We will then ask you for some personal information, you will need your passport or driving licence to allow us to verify your identify as part of our anti-money laundering procedures.

    Once you have registered, you can choose from our account options and start investing.

    Charles Stanley Direct Online Investing is a do-it-yourself (DIY) execution-only service. This means we are unable to offer advice on your investments. We do provide guidance through our Preferred List, Investment Portfolios, and regular insights.

    If you are looking for a professionally managed service, we have a number of options available.

    Yes, you can transfer your investments and cash ISAs to your Charles Stanley accounts. By consolidating your investments you benefit from our loyalty programme offers, such as a free SIPP if you hold £30,000 or more, and a six-month fee waiver when you transfer £200,000 or more.

    Online investing is suited to all levels of investor. Our helpful guides and short videos are designed to answer any questions you might have about the basics of investing to help you build confidence in your financial future.