Account Operations

Please note - The securities and services which we offer may not be suitable for all customers and, if you have any doubts, you should seek advice from a Financial Adviser.

Setting up your Account

Using your Account

Closing your Account

Passwords and Site Security

Opening an Account

Opening an account is as easy as 1,2,3:

  1. Go to the web-site.
  2. Select Open an Account from the main menu.
  3. Complete and submit the online application.

Activating your Account

Once you have submitted your application online and confirmed your agreement to our terms, and provided that we have been able to verify your identity, you only need to deposit the minimum initial deposit into your account (in cleared funds) in order to activate it.

iDealing is required by law to take steps to prevent the use of client accounts for Money Laundering. We are required to verify the identity and address of all clients and establish the source of funds. We are permitted to verify a client's identity and address in a number of ways, depending partly upon the way in which the particular account is structured and used.

A full explanation of our verification of identity procedures and the various ways in which this might be done is set out under Proving Your Identity in the Help & FAQs section.

Minimum Initial Deposit

For your first deposit into an account, please note the minimum requirements below:

If you are depositing GBP (Sterling):

Account Type Minimum Initial Deposit
Margin £ 2,000.00
All other Account Types £ 1,000.00

If you are depositing EUR (Euros):

Account Type Minimum Initial Deposit
Margin 2 500 €
All other Account Types 1 250 €

Deposits by Electronic Payment (Transfers)

For new users, payment details for electronic funding of your accounts can be found in the welcome email you received when you signed up. If you didn't receive our welcome email please contact us at

Deposits by cheque

Cheques should be made payable to Limited and sent to either one of the addresses below.


Or Limited
New Broad Street House
35 New Broad Street House

Note: All payment must originate from a bank account that you have registered with us.

Please allow at least three working days for the clearance of any cheques and for the funds to be reflected in your iDealing account. As an example, if we receive your cheque on a Monday morning, your account balance will normally reflect the funds by Thursday morning.

iDealing may reject or return any payments that do not include the required information.

iDealing cannot accept transfers via Credit or Debit cards or payments in cash.

Withdrawing Funds from your Account

Only withdrawal requests made online Will be accepted. The online Page is located here.

Please note that payments out take a different number of days to clear, depending on the payment type.

Transfers are subject to cleared funds being available. The minimum transfer amount is £100. The available transfer amount is subject to an account minimum balance requirement to cover any future closure/transfer fee and one year's administration fee. Please see our Services & Prices for any applicable charges.

Transferring Existing Holdings into your Account

If you have existing certificated holdings, these may be eligible to be transferred into your iDealing account. Eligible holdings include only those stocks which can be traded on the web-site.

Please be aware that you can only transfer holdings into an iDealing account that are registered in the same name as the iDealing account. As an example, you cannot transfer holdings registered in a single name into a joint iDealing account or vice versa. This constitutes a change in beneficial ownership and may be liable to government stamp duty at 0.5% of the value of the stock (1% for Irish securities).

Please note that registers all client holdings into a pooled nominee, iDealing Nominees Limited and, therefore, existing Crest personal memberships cannot be transferred to iDealing.

Once you have applied for an account(s) online, you can go to our Forms page where you can download the relevant form in PDF format.

Please do not send any certificates to iDealing unless they are accompanied by all the necessary instructions and transfer forms.

iDealing will immediately return any certificates received without the correct documentation.

Transferring Holdings out of your Account

Should you wish to transfer any or all of the holdings out of your iDealing account, you must send us a signed transfer form which can be requested by sending an e-mail to

Please note that there is a charge for this service as detailed in iDealing's Services & Prices.

The holdings will be removed from your account upon instruction.

You should be aware that the processing time may vary depending on the investments involved.


Our web-site is generally available at any time, day or night, 365 days a year. However, our site may suffer temporary disruptions, non-temporary disruptions, and planned outages for maintenance and new releases.

Trading and Settlement

All trades on LSE-listed equities are effected for settlement 2 business days after the date of execution (T+2). Other securities may have different standard settlement periods. Your iDealing cash account will be debited or credited on the settlement date. Your trading cash balance will be adjusted immediately on placing the order.

Corporate Actions and Dividends

For further information, please see our Corporate Action FAQ after you have logged in to your account.

All dividends will be paid directly into your iDealing cash account on receipt of the payment from the Registrar. For standard accounts you will receive a Consolidated Tax Certificate shortly after the end of the UK tax year (5th April).

A corporate action is any event by a company that affects your share holding. There are various different types of events such as takeover bids and mergers, rights issues, capitalisation issues, stock splits, other capital reconstructions. For some of these events we may require your instructions.

If we require your instructions in respect of a corporate action, we will send you an e-mail or letter detailing the nature of the event, the options available and how you can communicate your instructions to us. We will also advise you of the deadline for your instructions, if there is one.

If we do not receive your instructions by the notified deadline, then we will presume that you require us to take no action or that you wish for us to proceed in accordance with our relevant communication in the event of no response. This means, in effect, that you have missed the opportunity to respond to the corporate action concerned, which may or may not be to your disadvantage.

Please always ensure your 'contact details' are current.

Updating Personal Information

From time to time you may need to update your personal information. Your e-mail address and contact telephone numbers can be processed online so that you do not need to inform us separately (login and go to 'Contact Details' on the menu bar).

To change your registered address, we will need to receive a signed written instruction and an original document (not more than three months old) from List B, displaying the new address you would like registered.

For list B, please click here.

To change the bank account details you registered with us, for your security we ask that you post a signed written instruction and an original bank statement displaying the bank account details you would like registered. (The bank statement must be no more than three months old and is a personal bank account in your name).

If the account is a joint account, please ensure both account holders sign your instructions, and send to:


and we will update the information on your behalf.

You should check regularly that your details are correct.

Closing an Account

Should you wish to close one of your iDealing accounts, you may request an account closure form here.


You select your own iDealing username and password when you open your account. Your password must consist of at least 8 characters in length with at least 6 letters [A-Z] (including at least 1 uppercase and 1 lowercase letter) and 2 numbers [0-9]. Usernames and passwords must not be disclosed, or be allowed to be disclosed, to third parties. From time to time you are strongly advised to change your password (login and go to 'Change Password' on the menu bar).

If your password is entered incorrectly three times in succession, your account will be locked and you will need to follow the password reset procedures.

If you believe that your password has been compromised or that your account has been accessed without your permission, you should change your password online immediately and send an e-mail to .

Password Reset Procedures

If you cannot access your account or have mislaid or forgotten your password, you need to send an e-mail to requesting a password reset. For security reasons this e-mail must come from an e-mail address you have currently registered with us. In this e-mail you should state your full name, iDealing account number and contact telephone number.

Site Security

When visiting using a browser, you will be communicating over HTTPS, which is an encrypted and secure channel between you and our servers.

You can identify that you are connected securely by looking at the URL in the address bar, which will start with https://. Most browsers also display a 'lock' icon somewhere within its window.