Ongoing Administration

Managing your account after it's open

Once your account is open, Invinitive provides the tools and support needed to manage your investments efficiently through our digital platform.

Accessing your account

You can manage your account online, including:

•Viewing balances and valuations

•Accessing statements and reports

•Monitoring transactions and activity

Access is available via secure login.

Funding your account

Depending on account type, you may be able to:

•Add cash contributions

•Transfer assets from another provider

•Hold cash in supported currencies

Contribution rules depend on the product (e.g. pension or ISA limits).

Transfers & asset movements

We support:

•Transfers in and out

•Cash and in-specie transfers (where supported)

Transfer timelines depend on:

•The ceding provider

•Asset type

•Whether assets are transferred as cash or in-specie

We manage communication with the existing provider and keep you informed of progress.

Trading & dealing support

Invinitive provides execution-only dealing. We can assist with:

•Platform navigation

•Understanding dealing processes

•Trade settlement and confirmations

We do not provide recommendations or advice on investments.

Reporting & statements

You can access:

•Transaction histories

•Periodic statements

•Valuations and performance reports

Reports are available digitally and can be downloaded for record-keeping.

Changes to your details

You can request updates to:

•Contact details

•Bank account information

•Tax residency status

Some changes may require additional verification.

Corporate actions & administration

Where applicable, Invinitive will:

•Process corporate actions

•Communicate key information

•Apply elections or defaults in line with platform rules

Fees & charges

All applicable fees are published clearly in our pricing documentation.

•Platform fees

•Trading fees

•FX rates (where applicable)

You can view charges at any time.

View pricing

Support & service

Our support team is available to help with:

•Operational queries

•Platform functionality

•Administrative questions

Support is available via:

•Live chat

•Email

•Phone (during business hours)

Product-specific administration

Important information

Invinitive operates on an execution-only basis. We do not provide financial advice. Investments can fall as well as rise in value, and you may get back less than you invest.

Need help with your account?

Contact our team