How To Invest

To register and invest is easy. Click on the 'REGISTER NOW' button and you'll be taken through to our secure site. You will simply need to choose your own username and password, and complete a few personal details, then log in to your secure Home page.

There you'll be able to create your own portfolio, or multiple portfolios, complete your personal details, add bank accounts, and invest as you wish. Our fees only apply when you invest, so there's no pressure. You can LOG IN at any time to view the up-to-date value of your investment portfolio - and switch, sell or buy further. It's that simple!

Required Documents Note: we will need to receive certain documents from you before we can act on your instructions.

You can decide to invest in single sums, which you can deposit, or instruct us to collect from your chosen bank account. You can also set up a recurring monthly collection, which you can change as you wish, or cancel, whenever you want. (Please note that for your protection and ours, we will only collect payments from, or deposit the proceeds of a sale into, a bank account that is made out in the name of the portfolio owner. When you enter your bank account details, you will be prompted to print and fax us a signed mandate for our records.)

You do not have to invest right away. You will not be charged any fees until you place an investment order.

Please note that in order to protect the value of your investments, we recommend minimum investment amounts. You can find out more in our Fees Section.

Managing Your Clients

Intervest offers the ability to manage portfolios on behalf of clients, whether natural persons, trusts or companies. Email us or give us a call to find out more.