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How to Open a New Investment Account or Piggy Bank

Start Your Investment or Savings Journey with Yeeld

Opening a new investment account or setting up a Piggy Bank in the Yeeld app is straightforward. Here’s how you can get started:

  1. Go to the Portfolio Section: Open the Yeeld app and select the Portfolio icon from the bottom menu.
  2. Choose an Investment Product or Piggy Bank: You will see options to open a Stocks & Shares ISA, General Investment Account (GIA), Self-Invested Personal Pension (SIPP), or create a new Piggy Bank.
  3. Review Product or Goal Details: Read through the details of the investment product or define the purpose of your Piggy Bank.
  4. Complete the Setup: For investment accounts, follow the prompts to fill in the required information. For Piggy Banks, enter the goal amount, target date, and any regular contributions.
  5. Fund Your Account or Piggy Bank: Deposit funds into your new investment account or start contributing to your Piggy Bank.

By opening a new investment account or setting up a Piggy Bank, you can grow your wealth effectively or save for specific financial goals.