Online Investing clients only
Our loyalty programme
Online Investing clients only
Our loyalty programme
Get rewarded for being a loyal client. With an Online Investing account you could take advantage of one or more of our loyalty offers.
Benefits of our loyalty programme
Exclusively for our Online Investing clients. Further details can be found at the end of this page.
Refer friends and family
You could receive a Referral Reward of up to £1,000 when you refer your friends and family, depending on the amount they transfer in.
Trading credits
All account holders receive £50 worth of trading credits every six months, in April and October. No minimum account value is required. *Launching October 2024.
Free SIPP
For clients who hold £30,000 or more with us, across your accounts, we offer a free SIPP wrapper (normally £100).
Cashback offers
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.
Fee waivers
6 month fee waiver when you transfer £200,000 or more.
Help with your tax return
We will provide you with a comprehensive Capital Gains Report on request.
Cashback offer available
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.
Don’t miss out
The amount of cashback you could earn increases the more you transfer and applies to Stocks & Shares ISAs, Junior ISAs, Self-Invested Personal Pensions and General Investment Accounts.
See the terms and conditions for more information on how the offer works or contact our Helpdesk.