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:
- Go to the Portfolio Section: Open the Yeeld app and select the Portfolio icon from the bottom menu.
- 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.
- Review Product or Goal Details: Read through the details of the investment product or define the purpose of your Piggy Bank.
- 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.
- 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.