Register for My Plans

At present, only our My ISA and My Junior ISA range can be accessed and managed online in My Plans.

Before registering for My Plans, make sure you have the following to hand:

  • Your client reference number
  • A policy number
  • Your date of birth
  • Your postcode
  • Your email address

How to register

  1. Visit the My Plans login page
  2. Under Not yet registered? click Register
  3. Enter your client reference number, policy number, date of birth and postcode and click Continue
  4. Enter a chosen username between eight and 15 characters long and click Check availability to ensure it's available
  5. Enter and confirm your email address
  6. Enter a memorable word and a corresponding hint to help you remember it
  7. Enter and confirm a password between eight and 15 characters long
  8. Check the box at the bottom if you would like to receive copies of any correspondence by post
  9. Click Register
  10. An email confirmation will be sent to the email address you provided
  11. In the email, click Confirm registration to complete the registration process

Using the details you've just provided, you can now log in to My Plans to manage your investments.

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