Investment FAQs

Here are some frequently asked questions and answers about our investments service

If you have a Lloyds Bank e-Investments product

You can make a withdrawal from your investment by logging on to Internet Banking.

Log on to Internet Banking

If you have an investment which you purchased in a branch

Please call our investments helpline on 0345 835 7374Call telephone number 0845 835 7374

Lines are open Monday-Friday 8.00am-6pm, Saturday 9am-12.30pm

A Cash ISA is a tax-free savings account, while a Stocks and Shares ISA is a tax-efficient investment product. No personal income tax or capital gains tax is payable on either type of ISA. Each tax year, HM Revenue and Customs set a contribution limit, which will cover contributions to all types of ISA.

Find out more about ISAs

A KIID stands for Key Investor Information Document. These documents contain all the important information you’ll need before investing in a fund, such as its objectives and policy, risk and reward profile, costs and charges, and past performance.

If you have a Lloyds Bank e-Investments product

You can log on to Internet Banking to view your account and track your investments.

Log on to Internet Banking

If you have an investment which you purchased in a branch

Visit our Existing Customers section to find information on your investment, or call our helpline on 0345 835 7374Call telephone number 0345 835 7374.

If you have a Lloyds Bank e-Investments product

You can top up by logging on to Internet Banking.

Log on to Internet Banking

If you have an investment which you purchased in a branch

Please call us on 0345 835 7374Call telephone number 0345 835 7374.

Lines are open Monday-Friday 8.00am-6pm, Saturday 9am-12.30pm

If you have an individual annual income or savings and investments of over £100,000, you can get financial advice from a Private Banking and Advice Manager. A charge will apply for this service. Please see our financial advice service for more information.

Financial Advice Service

If you are not eligible for our financial advice service you can obtain further information and guidance from the Money Advice Service. You can also find details of your nearest independent financial adviser.

Visit moneyadviceservice.org.uk

You’ll need to be an existing Lloyds Bank customer and registered for Internet Banking. Log on to your Internet Banking and you’ll then be able to find further details about e-Investments and apply for an investment product.

If you are not an existing Lloyds Bank customer, find out more about joining Lloyds Bank.

If you are an existing Lloyds Bank customer, but aren’t registered for Internet Banking, register online.

If you already have an Investment ISA, log into your e-Investments account and select 'Transfers' from the menu on the right.

If you do not have an Investment ISA, simply select the 'ISA Transfer' option during the application process, and you'll be prompted to fill in an online transfer form.

Find out more about transferring to an Investment ISA