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Investment Dealing Account FAQs

Remember you can do most things online but if you need forms, guides or documents you can find these here.

Investment Dealing Account FAQs


How do I open an Investment Dealing Account with you?

The quickest and easiest way to do this is online using our secure service. But if you prefer you can also apply by post, using an application form.

It’s much cheaper to buy and sell investments online than by post. One of many reasons it makes sense to manage your account online.


Who can open an Investment Dealing Account?

If you are 18 or over and resident in the country you can apply for an Investment Dealing Account. Charities, clubs and companies can also open an Investment Dealing Account.


How much do I have to pay in?

You can start with as little as $50 in to your IDA. This can be a one off or a regular payment.


Can I have more than one Investment Dealing Account?

Yes, you can have as many Investment Dealing Accounts as you like but remember there is a fee for each Account opened.


Can I transfer investments from other providers to Trustmortgagefinance?

Yes, you can transfer other investments to us without selling them first as long as we offer them through our Investment Dealing Account Account. Your current provider might charge you for transferring.


Can I set up a regular savings into my Investment Dealing Account?

Yes, you can set up regular monthly or quarterly payments online by direct debit at any time. Or by sending us a form.


How do I choose where to invest?

We can’t give you advice, but our Investing Hub is packed with research tools, ideas and information to help you when you’re making investment decisions.


Are there restrictions on what investments I can hold in my Investment Dealing Account?

As long as we offer the investment you are interested in through our platform you can hold it in your Investment Dealing Account. There are no other restrictions.


What if the fund I want to buy isn’t available?

We regularly review the funds we offer and make changes based on customer demand. So if a fund you’re interested in investing in isn’t available please do let us know the details.


How often will I get valuations and statements?

We send out valuation statements for all our accounts twice a year. We post statements to you unless you ask us to send it to you through our secure service. In that case we email you to let you know when it’s ready to view.

One off the main benefits of managing your account online is that you login and get a valuation at any time, and print if off for your files if you need to.




Important information


Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. We can’t give you financial advice. Charges may be subject to change in the future.