Use our online service to manage your Aviva Investors Stocks & Shares ISA or Collective Investment if you opened it before 6 April 2015
The online service allows you to:
- check the latest valuation of your investments
- see all the transactions on your account over the last six months
- change your regular investments
- top up your investment
- manage your personal contact and bank details.
It’s simple to register if you haven’t already done so. All you need is your account number, which you can find on your latest statement.
Frequently asked questions
How do I know how my investment is doing?
You can see the latest valuation of your investments online. Register for our online service.
Alternatively, you can find the share price of your fund at any of these places:
- in our fund centre
- on the Investment Association website
- by telephoning during the hours of 8.30 am and 5.30pm on 0800 051 2003
We may record calls to this number for training and monitoring. Calls are free from a BT landline. Costs may vary from mobiles and other networks.
We send you a personalised statement booklet twice a year showing the performance of your investment at end of June and December. It details any transactions made during the six-month period.
If you are invested in the funds outside of the ISA, you will receive reports and accounts for those funds every six months. These reports provide detailed information on the performance of the funds. Please contact us if you invest through the ISA and would like these reports.
How do I top up my investment?
You can make additional investments either by lump sum or by making regular investments. You can top up using our online services or by sending us a top up form together with a cheque. The minimum top up amount is £250.
- If you invest through an ISA, please make the cheque payable to Aviva Investors UK Funds Limited.
- If you invest directly into a collective investment fund, please make the cheque payable to Aviva Investors UK Funds Services Limited.
Before you top up, please make sure you read these key documents:
The latest key investor information document for the fund you want to invest in.
The supplementary information document for helpful information
If you are investing in an ISA please read the Investment ISA terms and conditions (PDF 1.19MB)
How do I make a withdrawal?
You can make a withdrawal at anytime, as long as it is for at least £500 for ISAs or £250 for direct investments. You must keep at least £500 in your fund to keep your investment open.
You can make a withdrawal by writing to us or calling us. Once we get your instruction, we'll sell your investment at the next available valuation. After that, we will either send a cheque to your home address or credit the payment directly to your bank account. It should be with you within 7-10 working days. Due to money laundering regulations, we may ask you to provide additional documentation to confirm your identity. We will contact you if this is required.
We will do everything we can to make sure this doesn't cause delays. The checks we carry out are to make sure we pay the correct person and we meet the money laundering regulations. If you are an ISA customer, remember, although any profits arising from a withdrawal from an ISA are not taxable, you may lose the ISA status on any money you withdraw from your investment.
The online service referred to on this page is the trading and settlement system for funds operated by Aviva Investors UK Fund Services Limited (the Authorised Fund Manager), and ISA products operated by Aviva Investors UK Funds Limited (the ISA manager).