Why Fineco Newsroom Education Chat Contacts LOGIN TRADING INVESTING & ISA BANKING PRICING OPEN ACCOUNT BOOK A DEMO HomeInvestingISA Grow your ambitions investing in our ISA Maximise your tax-efficient ISA allowance. OPEN ACCOUNT Until the end of the 2021/22 tax year if you open your ISA by 31st December 2021. 0.25% max when promo ends. Important information - Investments can go up and down in value. Tax rules and benefits are also subject to change depending on your circumstances. This could mean that you get less money back than you put in. FUNDS, SHARES, ETFs AND BONDS ISA PLATFORM FEE Until the end of the 2021/22 tax year if you open your ISA by 31st December 2021. 0.25% max when promo ends. Details Own a world of opportunity Are you on track to reach your investment goals? Our Stocks and Shares ISA makes it easier for you to put your money into a wide range of investments, such as Funds, Shares, ETFs and Bonds. Any investment growth or interest earned within the ISA is free from UK Income or Capital Gains Tax. No matter your investment horizon, the Stocks and Shares ISA gives you options for how to grow your wealth and try to meet your savings goals. Fineco ISA with Zero platform fees. Get yours! Want to open the door to a world of new opportunities? Get your Fineco ISA by 31st December 2021 and you won't pay any ISA platform fee until the end of 2021/22 tax year, according to terms and conditions outlined in Details. All you have to do is: APPLY TO FINECO ISA BY 31 DECEMBER 2021 By opening a Fineco's Stocks and Shares ISA or transferring the ISA you have with another provider (moving Shares, ETFs, Bonds, Funds or Cash to invest in 3 months) to Fineco. When transferring to Fineco ISA, note that we only accept GBP instruments, available in our platform, for direct ISA transfer. In case of instruments denominated in different currencies, please consider transferring them in cash. ENJOY 0% ISA PLATFORM FEE UNTIL 5 APRIL 2022 And invest up to £20k in a variety of funds, shares, bonds and ETFs without paying the ISA platform fee set at an annual max 0.25%, with a cap of £2.95/month for Shares, ETFs and Bonds. Once the initiative is over, the ISA platform fee will be calculated and paid monthly as indicated in the fact sheets, based on the value of the investments in your ISA on the last day of each month. The first charge will be applied in May 2022 based on April 2022. GET STARTED NOW! The sooner you open/transfer your ISA, the longer you can enjoy zero platform fees (until 5 April 2022). OPEN A FINECO ISA ACCOUNT Haven't opened your Fineco account yet? Do it now! Then, apply for your ISA directly via the Account Management page: Management Services > Trading and Investments > Stocks and ISA Stocks. Once completed, you will be able to add money, transfer existing ISAs and monitor your allowance directly from your reserved area homepage, simply by switching from your standard account to the ISA. TRANSFER AN ISA TO FINECO Want to transfer an existing ISA to us? You can do it whenever you like, as long as you have previously opened a Fineco ISA. Then, on the home page of your ISA account you always have the transfer form at your disposal by clicking on "Transfer securities to your ISA". Fill it out in its entirety: you will be asked to indicate your ISA Fineco account number and and to specify which asset you want to transfer. Once done, send it to isa@finecobank.com OPEN ACCOUNT See how we compare With Fineco's competitive pricing, you can make the most of your investments and enjoy the tax-efficient benefits of your ISA to the fullest. See how Fineco compares: Annual charge £20k portfolio 0% * Until the end of the 2021/22 tax year if you open your ISA by 31st December 2021. 0.25% max when promo ends. 0.45% 0.60% 0.28% 0.30% Source: The Lang Cat Guide To Isa Investing, February 2021– Internal data processing * Fineco ISA platform fee is annually maximum of 0.25% of the value of investments in the ISA account, with a £2.95/month cap for Shares, ETFs and Bonds. Trading fees are charged for the purchase and sale of Stocks, ETFs and Bonds in the amounts specified in the fact sheets. For funds there are no dealing charges. Please note that apart from Fineco platform fees, investing may incur other charges (e.g. by the fund manager). To read about our account charges download our fact sheets and documentation. Get more with a Fineco Stocks and Shares ISA Make your money work harder with a Stocks and Shares ISA (also known as an Investment ISA or Self-Select ISA). You'll be able to save money - tax-free - while choosing from a wide range of investment products that could maximise your benefits. We're here to help you open your ISA, giving you all the guidance you need to start saving for your future, whether it's for a special day, for your child's future, or building a nest egg. ZERO PLATFORM FEES Until 5 April 2022 instead of annual 0,25% max, if open/transfer an ISA by 31/12/2021. Details NO UNPLEASANT SURPRISES We won't charge you to exit or transfer. TAX ADVANTAGES No UK capital gains or dividend income taxes, or any UK tax on interest or coupons accrued on bonds. HUNDREDS OF OPTIONS Pick from a variety of funds, UK equities, bonds and exchange-traded funds (ETFs) in GBP. START SMALL If you want to open a Stocks and Shares ISA, you can start to invest with just a small amount as soon as the service launches. THERE WHEN YOU NEED Access your money tax-free and withdraw it from your ISA whenever you need it. Important information - Investments can go up and down in value. Tax rules and benefits are also subject to change depending on your circumstances. This could mean that you get less money back than you put in. More About Fineco ISA (FAQ) What Does ISA Stand For? What Is An Investments ISA? What Are The Different Types Of ISA? Which Are The Key Features Of Stocks And Shares ISAs? How Do I Open A Fineco ISA? Setting up your Stocks & Share ISA with Fineco is very simple. First you need to open a Fineco standard account. Then, you can apply for ISA directly on your Account Management page: Management Services > Trading and Investments > Stocks and ISA Stocks. Before opening, please consider that: You must be a Fineco standard account holder You can only pay into one Stocks and shares ISA in each tax year You cannot have invested more than the current year's ISA allowance in this single investment ISA or spread across different ISAs Once the ISA is successfully opened, you will be able to add money, transfer your existing ISA and monitor your allowance directly from the homepage of your reserved area, simply by switching from your standard account to the ISA. How Do I Transfer An Existing ISA To Fineco? Are There Any Charges On Fineco ISA? What Products Can I Invest In Through A Stocks & Shares ISA Account? What Is The Investments ISA Allowance? What Can Include A Portfolio? Why Is An ISA Tax Efficient? What Is Capital Gains Tax? How Does My Isa Affect Income Tax? Are ISA Losses Tax Deductible? Do I Have To Declare My ISA On My Self-Assessment Tax Return? Can An ISA Allowance Be Backdated? Can I Invest Into More Than One ISA? Can I Withdraw Money Out Of My Fineco ISA? NEWSROOM Visit our Newsroom to find all the information and knowledge you need, with new developments on a weekly basis. DISCOVER NOW The value of the financial instruments will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested. This advertising message is for promotional purposes only. To view all the terms and conditions for the advertised services, please refer to the fact sheets and documentation required under current regulations. All services require the client to open a Fineco current account. All products and services offered are dedicated to Fineco account. Stocks & Shares ISA Promo: Fineco ISA with Zero Platform Fees until 5 April 2022: initiative valid from 09/03/2021 to 31/12/2021 and subject to terms and conditions outlined in Details. Trading fees for the purchase and sale of Stocks, ETFs and Bonds will also be applied during the promotional campaign, in the amounts specified in the information sheets. There's no dealing charge for buying or selling funds. Please note that apart from Fineco platform fees, investing may incur other charges (e.g. by the fund manager). To read more about our account charges download our fact sheets and documentation. 0.25% max when promo ends. Fineco ISA platform fee is annually maximum of 0.25% of the value of investments in the ISA account, with a £ 2.95/month cap for Shares, ETFs and Bonds. The amount paid annually is the sum of the amounts calculated monthly (for 12 months). The monthly fee is calculated based on the value of your portfolio in Funds on the last day of each month. Trading fees are charged for the purchase and sale of Stocks, ETFs and Bonds in the amounts specified in the fact sheets. For funds there are no dealing charges. Please note that apart from Fineco platform fees, investing may incur other charges (e.g. by the fund manager). To read about our account charges download our fact sheets and documentation. When transferring to Fineco ISA, please note that we only accept GBP instruments, available in our platform, for direct ISA transfer. In case of instruments denominated in different currencies, please consider to transfer them in cash. You can take your money out of an Individual Savings Account (ISA) at any time without losing any tax benefits. The ISA allowance for the current tax year is £20,000. Annual allowances are subject to revision and the government’s favourable treatment of ISAs may change. 'Tax-free' indicates that interest is exempt from UK income tax provided that all ISA conditions are met. The tax level and basis can change and the value of tax relief depends on your personal circumstances. Contacts Terms and condition Corporate & Investors Site map TRADING Markets to trade Platforms CFDs Trading pricing INVESTING & ISA Investment solutions Investing pricing ISA ISA pricing BANKING Banking services Banking abroad Banking pricing PRICING Pricing Compare pricing ABOUT US Why Fineco Newsroom Learn to trade Contacts Glossary Transparency Cookies Cookies Settings Open banking - API for developers Systematic Internaliser Best Execution Complaints Privacy FinecoBank S.p.A. - Registered Office Piazza Durante 11, Milan 20131 - Headquarters Via Rivoluzione d'Ottobre 16, Reggio Emilia 42123 - Share capital €201,266,924.10 subscribed and paid-in - Bank enrolled in the Register of Banks and Parent Company of the FinecoBank Banking Group – enrolled in the Register of Banking Groups at No. 3015 - VAT No. 12962340159 - Tax ID No. and Milan-Monza-Brianza-Lodi Companies Register No. 01392970404 - Economic and Administrative Index (REA) No. 1598155. Member of the National Compensation Fund (FNG) and the National Interbank Deposit Guaranteee Fund (FITD). Read Details. Fineco Bank is a trademark licensed for use by FinecoBank S.p.A., authorised and regulated by the Bank of Italy and Consob (Italian Market Regulator). Deemed authorised by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. The nature and extent of consumer protections may differ from those for firms based in the UK. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority's website. - PEC: finecobankspa.pec@actaliscertymail.it Fineco uses cookies to improve your browsing experience. 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