How Do I Deposit Money into My Investment Products?

Adding money to your investment products is quick and straightforward.

For security reasons, all deposits must be made from your Yeeld GBP Account.

If the money you'd like to invest is currently held in another bank account, you'll first need to transfer it into your Yeeld GBP Account before making your investment.

Deposit from the Portfolio Home Screen

The quickest way to add money is from the Portfolio home screen.

Simply:

1. Open the Portfolio section.
2. Tap Deposit.
3. Choose the investment product you'd like to fund.
4. Enter the amount you wish to invest.
5. Confirm the transaction.

Your money will then be transferred from your Yeeld GBP Account into your selected investment product.

Deposit from an Individual Portfolio

You can also add money directly from within an individual portfolio.

Simply:

1. Open the investment product you want to fund.
2. Tap Deposit.
3. Enter the amount you'd like to invest.
4. Confirm the transaction.

This is useful if you're already viewing a specific ISA, GIA or SIPP.

Why Do Deposits Come from My Yeeld GBP Account?

To help keep your account secure, investment deposits can only be made using your Yeeld GBP Account.

This provides a secure and consistent funding process while helping to protect your investment products.

If your money is currently held in a third-party bank account, simply transfer it into your Yeeld GBP Account first, then complete your investment deposit through the Yeeld app.

In Summary

Depositing money into your investment products is simple:

• Deposit from the Portfolio home screen or from within an individual investment product.
• Choose the portfolio you'd like to fund.
• Confirm the amount you want to invest.
• All deposits must be made from your Yeeld GBP Account.
• If your money is held elsewhere, transfer it to your Yeeld GBP Account before investing.

Funding your investment products through your Yeeld GBP Account helps provide a secure and seamless investment experience.