Create your online MyPlans account

Plan Number

Date of Birth

Postcode

I declare that I am the Planholder for this account and that I agree to the My Plans Terms and Conditions.

The above details will only be used to activate your MyPlans account. For more details about how your information is used and how you can change your marketing preferences, please refer to our Privacy Policy.

Already have an account? Log in to My Plans

Already have an account?

If you already have a My Plans account any new savings plans will show automatically - simply Login

The Plan number can be found on documentation we send you. For a Child Trust Fund you are also able to use the Planholder’s National Insurance/Unique Reference number to create your MyPlans account.

Manage your Plan online

MyPlans accounts are available for all Child Trust Funds (CTFs), Junior ISAs, ISAs and Savings & Investment Plans. If you have multiple Plans you only need to enter one Plan number to open your account.

View the Plan value, past performance of the fund, fund information, contact your Financial Adviser, access all your documents and make monthly and single contributions 24/7.

If you are gifting into a child’s savings Plan, you can also have an account to view your contributions, past performance of the fund, access personal correspondence and make additional contributions at any time.

Correspondence

By creating your MyPlans account you will now receive your plan and service-related communications by email.

If you prefer to continue receiving these by post please contact our Customer Services team by telephone or email and we will be happy to help.

What you will need

To create your MyPlans account you will be asked for the Plan number, date of birth and postcode. For a child's savings Plan you will be asked for both yours and the child's date of birth.

If you do not have the Plan number, please contact us. If you are a payer into a child’s Plan and require the Plan number, please contact the Registered Contact.