LLOYDS BANK E-INVESTMENTSApplication checklist

To open an online investment product you will need to be registered for Lloyds Bank Internet Banking. You will need to hold a current account or savings account to be registered.

To apply for this account, you'll need to be

  • A UK resident or a crown employee serving overseas (or spouse / civil partner of)
  • Using a tablet, laptop or desktop as some parts of our application are incompatible with mobile devices
  • Aged 18 or over

You'll need the following details to hand

  • Your Internet Banking details
  • The debit card details for the bank account you wish to link to the online investment product
  • Your National Insurance number (if you’re opening an Investment ISA)

Investing in three easy steps

  1. Choose your account
    Log on to Internet Banking using the link at the bottom of this page, and choose from our Investment ISA or Investment Account
  2. Complete your details
    Select from our three funds and complete your application online
  3. Invest online
    You can log on to your account at any time to view your valuation and service your account

If you would like to transfer your ISA account to Lloyds Bank

  1. Open your account
    Open an Investment ISA
  2. Fill in the online ISA transfer form
    Log on and complete our online transfer form
  3. Send it to us
    Print your completed ISA transfer form, sign and post it to the address on the form

Please remember the value of an investment, and the income you receive from it, can go down as well as up and you may get back less than you originally invested. If you are in any doubt about making your own investment decisions, we recommend you seek advice from a suitably qualified financial advisor.

To learn more about risk, please read our guide on understanding risk.

Ready to start your application?Log on to apply