--- title: How Do I Open a New Investment Account? description: How to open new investment account --- [Skip to content](https://help.yeeld.com/how-to-open-a-new-investment-account#main-content) ![Logo - Colour Grey Text V1 (1)](https://help.yeeld.com/hs-fs/hubfs/Logo%20-%20Colour%20Grey%20Text%20V1%20(1).png?width=200&height=59&name=Logo%20-%20Colour%20Grey%20Text%20V1%20(1).png) - [Privacy Policy](https://yeeld.com/privacy-notice) - [T&Cs](https://yeeld.com/terms-and-conditions) - [Glossary of Terms](https://yeeld.com/glossary-of-terms) Open main navigation Close main navigation - [Privacy Policy](https://yeeld.com/privacy-notice) - [T&Cs](https://yeeld.com/terms-and-conditions) - [Glossary of Terms](https://yeeld.com/glossary-of-terms) Find what you’re looking for. - There are no suggestions because the search field is empty. 1. [Yeeld Support Centre](https://help.yeeld.com/?hsLang=en-gb) 2. [Investing & Portfolio](https://help.yeeld.com/investing-portfolio?hsLang=en-gb) 3. [Investment Options Overview](https://help.yeeld.com/investing-portfolio?hsLang=en-gb#investment-options-overview) # How Do I Open a New Investment Account? ## Learn how to open a Stocks & Shares ISA, General Investment Account (GIA) or Self-Invested Personal Pension (SIPP) in the Yeeld app. Opening a new investment product with Yeeld is quick and straightforward. Simply choose the type of investment product you'd like to open, answer a few questions about your goals, select your preferred investment option and fund your account. --- Step 1: Go to the Portfolio Section Open the **Portfolio** section of the Yeeld app. From here, choose the type of investment product you'd like to open: - Stocks & Shares ISA - General Investment Account (GIA) - Self-Invested Personal Pension (SIPP) Once you've made your choice, tap **Open New...** at the bottom of the screen. --- Step 2: Complete the Required Setup The setup process depends on whether you've opened that type of investment product before. ### Opening Your First ISA or SIPP If this is your first Stocks & Shares ISA or SIPP with Yeeld, you'll first be asked to complete the required declarations before continuing. ### Opening Additional Investment Products If you've already opened an ISA or SIPP previously, you'll simply be taken through the standard account setup process. --- Step 3: Tell Us About Your Goals Next, you'll answer a short questionnaire about your investment objectives. The questions help us understand things such as: - Your financial goals. - Your investment timeframe. - Your attitude towards investment risk. Based on your answers, Yeeld will present investment options that best match the information you've provided. **These results are generated from your questionnaire responses only. They are provided for informational purposes and should not be considered personalised financial advice or a recommendation.** --- Step 4: Choose Your Investment Option You'll then select the investment option you'd like to use. Typically, you'll be able to choose from options with different levels of investment risk, such as: - Lower risk. - Medium risk. - Higher risk. Each option is designed to suit different investment objectives and risk preferences. --- Step 5: Confirm and Fund Your Account Once you've selected your investment option, simply: - Review your selections. - Confirm the account setup. - Add your initial deposit. Once your deposit has been confirmed, your new investment account will be opened and will appear in your Portfolio section. --- In Summary Opening a new investment product is simple: - Go to the **Portfolio** section. - Choose whether you'd like to open an ISA, GIA or SIPP. - Complete any required declarations. - Answer a short questionnaire about your investment goals. - Select your preferred investment option. - Confirm your details and fund your account. Your questionnaire responses help identify suitable investment options based on the information you provide. They are not personalised financial advice or recommendations. - [Getting started](https://help.yeeld.com/getting-started?hsLang=en-gb#main-content) - [Opening an Account](https://help.yeeld.com/getting-started?hsLang=en-gb#opening-an-account) - [Navigating the App](https://help.yeeld.com/getting-started?hsLang=en-gb#navigating-the-app) - [Setting Up Your Profile](https://help.yeeld.com/getting-started?hsLang=en-gb#setting-up-your-profile) - [Account Management](https://help.yeeld.com/account-management?hsLang=en-gb#main-content) - [Managing Your Yeeld Account](https://help.yeeld.com/account-management?hsLang=en-gb#managing-your-yeeld-account) - [Currency Wallets](https://help.yeeld.com/account-management?hsLang=en-gb#currency-wallets) - [Account Closure](https://help.yeeld.com/account-management?hsLang=en-gb#account-closure) - [Sending and receiving payments](https://help.yeeld.com/account-management?hsLang=en-gb#sending-and-receiving-payments) - [Confirmation of Payee (CoP)](https://help.yeeld.com/account-management?hsLang=en-gb#confirmation-of-payee-cop) - 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