Charles Stanley Direct
Online Investing
Charles Stanley Direct
Online Investing
Use our low-cost online trading platform to manage your financial future and make investment decisions. Fast, flexible, secure.
Why invest online with Charles Stanley Direct?
Our online investment platform keeps you in control of your portfolio anytime, anywhere. Whether you're looking to buy and sell shares, build long-term wealth, or generate income, our platform makes it easy to act on your investment decisions at a click of a button.
Easy and fast
Open your online investment account in minutes and start building your portfolio on our website, or via the app.
Wide investment universe
Trade over 12,500 UK and international shares, funds (unit trusts and OEICS), ETFs and investment trusts.
Safe and secure
Your wealth is protected by robust cybersecurity measures, ensuring your financial service experience is secure.
Invest by direct debit
Set up a direct debit to invest from as little as £50 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 us.
Explore our ISA cashback offers to maximise your savings
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 wealth or generate income. With our support and guidance, we can help you choose from a wide range of assets and tailor your portfolio to your chosen risk level.
First-time investors
Figuring out how to start investing and the best funds to invest in might seem daunting, but it doesn’t have to be. Our helpful guides and videos seek to answer your questions to help you on your way to building long term wealth.
Experienced investors
Explore our Preferred List to help you choose investments that suit your risk appetite and objectives. Alternatively self-select from over 12,500 UK & international shares, funds, gilts, bonds, investment trusts and ETFs.
Responsible investors
Building wealth for the future is important, but increasingly people want their investments to do more than make money. Explore our Preferred List to find investments we’ve selected for their positive credentials using ESG factors.
Don't just take our word for it
Providing high quality service to our clients
Security of the service
84%
are satisfied with the security of the service.
Respondents from our 2024 Direct Investment Private Client Survey.
Choose the right account for you
Select from a variety of account types via our online trading platform to save, invest, and plan a secure financial future.
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. Contribute up to £60,000 per tax year with tax relief and no capital gains or income tax on your investments within the account.
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
Access competitive interest rates via our Cash Savings platform. Browse, choose, and switch a range of accounts with ease.
Open a trading account today
Suited to all levels of investor, watch our video to find out how our investment platform can help you manage your investments.
More insights
Read, watch and listen to our personal finance and market commentary. Sign up for the latest insights and to hear about our upcoming events.
Frequently asked questions
What do I need to open an account?
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.
Can Charles Stanley Direct give me advice on my investments?
Charles Stanley Direct offer Online Investing and Personal Trading for self-directed investors. This means we are unable to offer advice on your investments. We do provide commentary and guidance with our Preferred List of investments, regular insights on the web, and exclusively for Personal Trading clients through personal conversations with the relationship team.
If you are looking for a professionally managed service, we have a number of options available.
Can I transfer and consolidate my investments?
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.
Do I need to be experienced to use Charles Stanley Direct Online Investing?
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.