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Open or Transfer an Investment Dealing Account (IDA).

Opening an account with Trustmortgagefinance is simple.

Three easy steps to open an IDA


Decide how much you want to pay in or save each month.

Go to the Investing Hub to research your investment choices.

Apply online now.

IMPORTANT! Read the Investment Dealing Account Product Guide and our Charges Guide for all the details and before you make up your mind if our Investment Dealing Account is right for you.

Why transfer your IDA to ATS?


Potential savings for you in the charges you pay with our low cost, flat fees approach.

No transfer in fee, and no minimum transfer value.

Just one statement and valuation covering all of your IDA investments.

Over 4,000 investments to choose from.

Transferring is easy too


Once you’ve opened your ATS IDA, print, complete and sign a Transfer Form for each IDA provider you want to transfer from (we need your physical signature to make all the arrangements).

Send your completed and signed forms to us.

Sit back. We’ll do the rest.

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. Tax rules may change in the future and taxation will depend on your personal circumstances. Charges may be subject to change in the future.

Unlike an ISA an Investment Dealing Account does not shelter you from tax on your savings or from Capital Gains Tax on the sale of any investments.