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How do I instruct a Bed & ISA?

If you already hold an ISA and an Investment Account with us, you can complete this instruction online by going to 'Manage Investments' and then 'Bed & ISA' once logged in.

If you already hold an Investment Account, but do not currently hold an ISA with us, you will need to complete a Bed and ISA Form  where you can specify what units to sell and then repurchase. This can then be uploaded to us online using by going to 'Documents & Messages' and then 'Upload forms and documents' once logged in.