Changes to your CapitalRise account

March was a super busy month for us and we’ve made some very important changes to your account – here’s everything you need to know.

With our 2019 product improvement plan in full swing, we’re busy making changes to the CapitalRise experience.

We’ll be rolling out changes to our platform over the course of 2019. We believe these changes should make investing and managing your CapitalRise portfolio even more straightforward.

A new way to manage your investments

Following the switch of our client money manager on 2 April, you can now manage your CapitalRise investments and cash balance anywhere, anytime via your online account. With 24/7 access to your portfolio and cash balance, you can invest on the go and ensure you never miss an opportunity.

What’s more, when you fund your account for investment, you now have your own CapitalRise personal account number and sort code and can see your funds credited automatically. That means that we can process your investment faster and get your funds invested as soon as possible.

This doesn’t affect any uninvested funds you’re holding with us. When you login to your CapitalRise account following the switch, you’ll be able to see your uninvested balance and add or withdraw funds.

We have switched your ISA manager

If you hold a CapitalRise ISA account, we have now switched your ISA manager. This change means you have more flexibility when it comes to managing your ISA money in between investments.

This doesn’t affect any live investments you have with us and there’s nothing you need to do.

Improved terms and conditions for investors

We’ve updated our Website User and Customer Terms & Conditions and also our ISA Terms and Conditions to reflect the changes to the way in which your CapitalRise account runs. Please do get in touch if anything is unclear or you have any questions about these changes.