How do I open a Smart Portfolio account?

How do I open an IG Smart Portfolio account if I’m an existing IG client?

If you’re an existing CFD, spread betting or share dealing account holder, log in to your My IG dashboard, click on ‘add an account’ and then select ‘add IG Smart Portfolio’. From there, we’ll guide you through the account opening process.

How do I open another Smart Portfolio account?

You can create multiple IG Smart Portfolios if you’d like to save for different goals. Log in to your Smart Portfolio account, open the platform and select the ‘overview’ tab. Then, click on ‘create new’ to open a new portfolio.

What documents do I need to open a Smart Portfolio account?

In some circumstances, we may be able to open your account without requiring any specific documentation, as we’re able to run electronic checks to confirm your identity. If we’re unable to do this, it’s likely that we’ll require a copy of your passport and a recent utility bill. We’ll inform you of the documentation we need when you apply for an account.

How long will it take to open a Smart Portfolio account?

We’ll do our best to open your account as quickly as possible. We’ll request some information and ask some questions to help us make informed decisions about how to invest your money. In the event that we require more information from you, it may take a little longer to open your account. However, we have a large customer support team, so most accounts can be opened on the same day you apply.

Can I open an IG Smart Portfolio ISA and an IG share dealing ISA in the same tax year?

Yes, you can open one stocks and shares ISA and one cash ISA each tax year. An IG Smart Portfolio ISA and share dealing ISA are both stocks and shares ISAs but are held under one entity – IG Markets. They’re therefore classified as a single stocks and shares ISA.

This means you can open both accounts and invest your full ISA allowance (£20,000 for 2021/22) between them.*

*Tax laws are subject to change and depend on individual circumstances. Tax laws may differ in jurisdictions other than the UK.