If you don’t have an investment account with us already, the first step is to decide which account you want and then open one. You can invest tax-efficiently with the Triodos Stocks and Shares ISA or with an Impact Investment Account. Opening an account only takes a few minutes in the Triodos Mobile App. Keep in mind that tax benefits of ISAs depend on your individual circumstances and may change in future. Also that investments go down as well as up so you could get back less than you put in.
If you already have an investment account, log in via the website or Triodos Mobile App.
In your account Overview, click on the account you would like to invest through and check that you have the amount of money available in your linked Cash Account. Make a transfer into the Cash Account if you don’t have enough available to invest. The money must be available on both the day you set up the instruction, and the day it is due or we will not be able to process your instruction.
Your first deposit into your Cash Account must be from your nominated account. If you don’t make your first deposit from your nominated account it could cause delays in it showing in your account.
See How do I add money to my Cash Account?