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Investing with ii

Investing with ii

With our range of investment options you can build your portfolio your way.

Investment choice

In a Trading Account you can invest in thousands of shares listed on 17 international markets, as well as fixed interest bonds and gilts and Exchange Traded Funds (ETFs).

The investment types available and the markets you can trade on are explained in more detail in section 13 of our Best Execution Disclosure.

United States dealing

As part of our obligations to the US Tax Authorities – Internal Revenue Service (IRS) we are required to document all holders of US securities. Additionally, should you reside in a country that has a treaty with the US you may benefit from treaty relief in respect of dividend and interest payments.

Form W-8BEN
This US tax document is valid for three years, and allows residents of a foreign country with which the United States has an income tax treaty to claim a reduced rate of, or exemption from, withholding tax.

You can complete your Form W-8BEN online with ii.

Where to look?  login  >  account  >  useful forms 

W-8BEN guidance notes

Foreign exchange (FX)

Foreign exchange may be necessary in order for you to trade in stocks that are quoted in different currencies.

We offer two FX services

  1. FX arranged at the time of a trade:
    When trading international stocks you will receive a currency rate of exchange for the trade you wish to place as well as a price for the underlying stock. The rate of exchange is a live price and is open to the same fluctuations as share prices. Multi-fills may apply to an international share trade. This means that your order may be traded in separate blocks, and therefore the same FX rate may not apply to each. If a multi-fill is applied only one trade will be shown on your contract note showing an average FX rate.

    Where to look: login > trading > trade now
  2. A standalone FX transaction:
    You can choose which of the 7 currencies you wish to convert into your cleared funds, and will receive a real time exchange rate from the market. Standalone FX transactions will be clearly shown on contract notes and statements.

    Where to look: login > cash & transfers > convert currency


Benefits of our FX service:

  • Exchange between any 2 of our 7 currencies: euros and sterling, plus US, Canadian, Hong Kong, Singapore and Australian dollars.

  • Live prices for standalone FX conversions - "the price you see is the price you get".

  • The FX rate and quantity will be shown on all statement and contract notes.

  • Tiered costs available online as well as by telephone Monday to Friday; these are dependent on the size of the FX transaction. See our rates and charges

  • Reduce need for FX and therefore FX charges by holding cash already in a foreign currency ready for when you trade.

  • In the event a live FX rate is not available your transaction will be executed at our House FX rate plus the applicable margin. Please note the House rate is not a live FX rate but is updated periodically throughout the day.

Add cash to your account

You can fund your account by bank transfer. The details you will need to provide to your bank in order to make the transfer differ depending on the type of account and currency that you wish to transfer.

Where to look: login > cash & transfers > add cash


Our services are execution only. We have not assessed your investing knowledge and experience, your financial situation or your investment objectives. If you are unsure about any aspects of the features or risks of this product, the suitability of a particular investment or think you need a personal recommendation, you should speak to a suitably qualified financial adviser. The value of your investments and the income derived from them may go down as well as up. You may not get back all the money that you invest. The potential for profit or loss from transactions on international markets or in foreign denominated currencies will be affected by fluctuations in exchange rates. We may receive two elements of commission in relation to international dealing - Trading Commission and our FX Charge. Please see our rates and charges for full details of the relevant costs. Please note for trades which have required multiple fills to execute, you will be charged an FX at the rate applicable to each individual fill. This may result in a higher FX charge than would be calculated against the whole. Please be aware that we have a revenue sharing agreement for the FX charge with a third party. If you require further information please write to us.