How do I change my Stocks and Shares ISA so you manage it for me?

If you want us to choose and manage your investments for you, follow these steps:

  • Go to the Managed ISA page

  • Select ‘Get started’

  • Then select ‘Continue’ on the We do it for you section 

  • As you already have an account, you log in to start the process.

During the process

We'll use the full balance of your ISA and ask you a few questions about your attitude to risk. This is important when creating your portfolio.

We then produce an investment plan showing our suggestions for managing your money 

If you are happy with the plan, you can accept it. We then sell your current investments and buy new ones based on your attitude to risk.

We’ll monitor your investments regularly and make changes to keep you to the right level of risk.

 

And if you need to speak to someone, our investment experts are here to help. Whether it’s a specific question about your investments, or to talk about the latest market events.

 

Need more help?

Our UK-based team is ready to answer your questions

Do you have a Vanguard account?

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Getting help in difficult circumstances

Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.

Have a complaint?

Let us know how we can help

Making a complaint