Trading

1. Log into MyAviva and click Your Policies then select Investments. Here you should be able to see details of your investment accounts. Click Manage account next to the account you wish to make investments in. 
2. On your account summary page select Manage your account and then Buy funds or Buy shares.

You will land on a page that will have important information regarding selling investments. Take the time to read through the Key Features and Terms & Conditions documents, so you’re familiar with the way the buy process works and know about any risks.

Pension documents: Key Features and Terms & Conditions

ISA documents: Key Features, My time to take control and Terms & Conditions

Investment Portfolio documents: Key Features and Terms & Conditions

1. You will be given three options of how to invest

• From existing account
• By Direct Debit
• By Debit Card

If you have cash in your account that you wish to invest select From existing account. Selecting this option will show how much available cash you have. Input the amount you wish to invest and click Continue

If you would like to make a new payment in, select By Direct Debit or By Debit Card

• Setting up a new direct debit will take up to 10 working days to collect. If there is an existing direct debit in place the payment will take up to 3 working days. Your trades will start once the payment into your policy has cleared. You can select the bank account you wish to make the payment from or add a new bank account if we do not hold the desired bank account on file. Input the amount you wish to invest and check the personal information on screen. If you are happy with the information, click Continue
• Making a payment by debit card should be an instant payment. If you wish to pay by debit card you will enter payment details at the end of the process. Input the amount you wish to invest and check the personal information on screen. If you are happy with the information, click Continue

1. You will now be presented with three investment options:
   
   • Ready-made funds
   
   • Experts’ Shortlist
   
   • Self-Select
2. If you have selected a fund you wish to invest in, you can click Select this fund or Add
   
   • If you wish to invest the total of your contribution into the selected fund, you will need to confirm the total to be invested. If your contribution is eligible for tax relief, you will need to confirm the total to invest including the tax relief
   
   • If you wish to invest in multiple funds, you can repeat the process, adding your selected investments. You will then be able to designate a percentage to each of the funds you have selected
   
   • If you wish to invest in a mix of funds and cash, you will have the option to confirm the amount you wish to invest in funds and the amount you wish to leave in cash

1. You will be taken to a summary page of your payment and any investments you have selected. This is your chance to review your selection to make sure everything is correct. If you wish to make any changes you can select Edit invested amount or Back
2. If you are happy, you can tick the check boxes confirming so, and then click Submit
3. If you have selected to pay by direct debit, your payment will have now been submitted
4. If you have selected to pay by debit card you will now be asked to enter your payment details. Select Pay Now and enter your card details. Once submitted select Continue you will then see a confirmation page. Review this information and select Confirm payment to complete the process

It can take up to five working days for your trades to settle. A contract note will generate in your document library once the trades have settled.

1. Log into MyAviva and click Your Policies then select Investments. Here you should be able to see details of your investment accounts. Click Manage account next to the account you wish to make investments in. 
2. On your account summary page select Manage your account and then Sell funds or Sell shares.

You will land on a page that will have important information regarding selling investments. Take the time to read through the Key Features and Terms & Conditions documents, so you’re familiar with the way the sell process works and know about any risks.

Pension documents: Key Features and Terms & Conditions

ISA documents: Key Features, My time to take control and Terms & Conditions

Investment Portfolio documents: Key Features and Terms & Conditions

1. You will be given options of what to do with the proceeds of the sale

• Pay to a bank account (Option only available to ISA and Investment Account)
• Leave as cash
• Buy more investments

If you are selling out of your ISA/Investment Account, with the intention of withdrawing the money select Pay to a bank account.

If you wish to arrange a pension withdrawal, you are required to read a withdrawal illustration before you can proceed. For this reason, select Leave as cash. You will then need to request a withdrawal once your trades have settled.

You will now be presented with your investments. Next to each fund will be able to submit an Estimated value to sell. If you wish to sell 100% of a fund tick Sell all. Make your selections and click Continue.

1. You will be taken to a summary page of your sale. If you are processing a withdrawal from an ISA, it will show the bank account you have nominated for withdrawals on this page. This is your chance to review your selection to make sure everything is correct. If you wish to make any changes you can select Back
2. If you are happy, you can tick the check boxes confirming so, and then click Submit

• It can take up to five working days for your trades to settle. A contract note will generate in your document library once the trades have settled.
• If you want to arrange a withdrawal for a pension you will need to wait until your trades have settled and request your withdrawal.

1. Log into MyAviva and click Your Policies then select Investments. Here you should be able to see details of your investment accounts. Click Manage account next to the account you wish to make investments in. 
2. On your account summary page select Manage your account and then Switch funds.

You will land on a page that will have important information regarding selling investments. Take the time to read through the Key Features and Terms & Conditions documents, so you’re familiar with the way the switch process works and know about any risks

Pension documents: Key Features and Terms & Conditions

ISA documents: Key Features, My time to take control and Terms & Conditions

Investment Portfolio documents: Key Features and Terms & Conditions

You will now be presented with your current investments. Next to each fund will be able to submit an Estimated value to sell. If you wish to sell 100% of a fund tick Sell all. Make your selections and click Continue.

1. You will now be presented with three investment options:
   
   • Ready-made funds
   
   • Experts’ Shortlist
   
   • Self-Select
2. If you have selected a fund you wish to invest in, you can click Select this fund or Add
   
   • If you wish to switch the total of your current investment into the selected fund, you will need to confirm the total to be switched
   
   • If you wish to switch into multiple funds, you can repeat the process, adding your selected investments and then choosing an amount to invest. You will then be able to designate a percentage to each of the funds you have selected
   
   • If you wish to switch into a mix of funds and cash, you will have the option to confirm the amount you wish to invest in funds and the amount you wish to leave in cash

1. You will be taken to a summary page of your sell and buy trades. This is your chance to review your selection to make sure everything is correct. If you wish to make any changes you can select Back
2. If you are happy, you can tick the check boxes confirming so, and then click Submit

Your current trades will now begin the disinvestment process and your new investment choices will be processed. Contract notes will generate in your document library once the trades have settled.