Exclusive offer for Octopus Money Direct customers
Until 1 March 2026, existing Octopus Money Direct customers can receive a free, tailored Octopus Money financial plan (normally £299). Terms apply.
Top up your ISA before 5th April
Every tax year you can invest up to £20,000. Use it or lose it – unused allowance can’t be rolled over. Check out our guide.
Page contents
What does the Autumn 2025 budget mean for me?
Read more about what the 2025 Budget could mean for your savings, investments and pensions.
Not registered for online service?
First time here? Sign up to our Online Service, the easy way to manage your Stocks and Shares ISA, Investment Account or Pension.
Paperless – it’s safer, faster, smarter
Get email notifications and secure online access to all your documents, protecting your information and simplifying your life. Its easy – sign in to online service and choose ‘Go paperless’ from your home page or profile.
Accounts, funds and charges
Terms and charges
Download and view the latest key features and terms for your account.
Our funds
Take a look at our funds and how they’ve performed.
Key Investor Information
Download and view the latest Key Investor Information for our funds.
Fund Value Assessment
An evaluation of our funds’ value for money and performance.
Questions and answers
How can I pay money into my ISA?
You can make payments into your ISA by:
- Debit card – if you’re making a one-off payment.
- Direct debit – if you’re making monthly payments.
- Transferring another ISA to us – you can transfer Cash ISAs and Stocks and Shares ISAs from other providers, in part or in full.
You can stop, start or change your payments whenever you like, as long as you don’t go over your ISA allowance for the tax year.
How much can I invest in an ISA?
The current ISA allowance is £20,000 for each tax year. You don’t need to invest your whole allowance in one ISA – instead, you could spread it around.
For example, you could put some into a Cash ISA and some into a Stocks and Shares ISA, but you’ll need to make sure you don’t pay more than the current annual allowance into your ISAs each year.
You can find up to date info on gov.uk about the current ISA allowance.
Which types of ISA can I transfer to my Octopus Money Direct Stocks and Shares ISA?
You can transfer the below types of ISA to your Octopus Money Direct Stocks and Shares ISA:
- Cash ISA
- Stocks and Shares ISA
You won’t be able to transfer:
Help to Buy ISA
Innovative Finance ISA
Lifetime ISA
Junior ISA
A Current Tax Year ISA with life insurance
It’s easy to transfer an eligible ISA over. You can either select ‘Transfer’ when you apply, or if your new ISA is open, go to your dashboard in Online Service and select ‘Transfer’ from there.
If you opened your account before 1 January 2023
If you want to make a transfer and don’t use Online Service, give us a call and we’ll be happy to help.
How do I find out how different funds have performed?
Have a look at our funds page. There’s lots of info about each fund and how it’s performing.
You can also read a quick update from our investment experts every quarter about the different factors affecting the market, and their impact on fund performance. Hear from our investment experts.
Tell us what you think
Have a say in how we improve our products and services
Join our research panel, share your views, and enjoy gift vouchers as a thank you for your time. Register here to get involved.
Read all about it
Investment market updates
Read the fact about what’s been influencing investment performance over the past 12 months.
Investment topics
Our experts dig a little deeper into the key trends and topics influencing investment performance.
Responsible Investing update
Read the latest quarterly update with news and progress on responsible investing.