Placing a SmartDeal instruction is quick, easy and can save you money on your share dealing commission in both your Investment Account and/or ISA. Here is an example of how to buy shares with SmartDeal.

Step 1: Having already registered for an Investment Account, log in to your account.

Step 2: Select Investment Account or ISA from the left hand menu to choose which account to SmartDeal in. SmartDeal will then appear as an option under that account for you to click.

Step 3: Select the option to buy or sell, and the name or symbol of the stock you wish to buy or sell. You can look this up easily by typing a few letters of the name and then clicking the ‘go’ button next to the search.

Once the search is complete, click the SmartDeal ‘tick’ button on your chosen stock to continue.

Please note that not all stocks are available for SmartDeal. Please view our SmartDeal stocks list for more information.

Once you have selected your stock, choose buy or sell and then click the grey ‘next’ button.

The example below is for buying shares, the same stages will be required for selling shares.

Step 4: Next you can place your investment options:

Quantity The number of shares you wish to buy (the amount of shares you own in that company already is shown in ‘Current holding’ above)

Amount to invest £ The value of shares you’d like to buy in pounds.

% of sale proceeds If you are performing a linked SmartDeal you can select the percentage of the sales income to purchase more shares with (see our step-by-step guide to linked SmartDeal for more information).

% of cash available Set a percentage based on the available cash in your account (your balance is shown in the top right corner of the screen, but please bear in mind that this may change before SmartDeal day as a result of other transactions).

Then click the grey ‘Go’ button. The scheduled date for the SmartDeal is shown to the left of this button.

Step 5: You will be shown a summary of your SmartDeal instruction. Click ‘add’ to confirm your instruction or ‘reset’ to start again.

Once you have placed your instruction you will be able to see it from your account summary page where you can also delete it prior to the scheduled date if you need to.