--- title: How to Open a Tax-Efficient Account in Yeeld description: Tax efficient accounts --- [Skip to content](https://help.yeeld.com/how-to-open-a-tax-efficient-account-in-yeeld#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. [Tax-Efficient Accounts](https://help.yeeld.com/investing-portfolio?hsLang=en-gb#tax-efficient-accounts) # How to Open a Tax-Efficient Account in Yeeld ## Steps to open a tax-efficient account in the Yeeld app Opening a tax-efficient account with Yeeld is straightforward. Here’s how you can get started: **Step-by-Step Guide to Opening a Tax-Efficient Account:** 1. **Navigate to the Portfolio Section:** - Open the Yeeld app and tap on the 'Portfolio' option at the bottom menu. 2. **Select the Account Type:** - Choose the type of tax-efficient account you wish to open, such as an ISA or SIPP. Each option will have detailed information about the account features, benefits, and any tax advantages. 3. **Complete the Suitability Questions:** - You will be prompted to answer a series of questions about your financial goals, investment experience, and risk tolerance. These questions help ensure that the chosen account aligns with your financial objectives. 4. **Confirm and Fund Your Account:** - After completing the questions, review the account details, agree to the terms, and confirm the setup. You can then deposit funds into your new tax-efficient account. By following these steps, you can take advantage of the tax benefits available through Yeeld’s range of accounts - [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) - 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