Help & FAQs

How can I change my bank details?

You must sign and complete a Change of Bank Details form and send it to us, along with a bank statement or a void cheque for the newly nominated bank account. The cheque should be original, crossed through with void and have your Selftrade account number quoted on the reverse.

All bank statements must:

  • Be less than 3 months old
  • Be printed on bank branded paper or show the bank logo
  • Contain the bank address (branch, registered or web address)
  • Detail the account holder's name
  • Show your account details including the sort code & account number
  • Show some transactions

NOTE:

We can also accept electronic copies of statements if they contain all the information stated above. For those that are submitted via email, this must be sent from the email address linked to your Selftrade account.
You should however be aware that there are potential risks in sending documents that contain account sensitive information by email as this is not considered to be a totally secure medium.

Email: info@Selftrade.co.uk

Direct Debit mandates can be found on the 'Forms and Guides' page.

Bank details can be changed, via your personal initial icon (top right of screen)> My Profile > Banking Details when logged into your Selftrade account, please bear in mind this method may still require you to send in additional documentation.

Submitted on 18th Sep 2019

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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