Equitrade’s Portfolio Services aim to combine trading expertise and trading tools with multiple resources to support investors building an investment portfolio or for existing investment portfolio management so that you can monitor all your investments, assets and debts in one place.

Some investors who build a share portfolio choose to invest their stocks and shares into a Mini or Maxi ISA. There are rules as to how much you can invest in stocks and shares in a Maxi or Mini ISA in any tax year.

We customise your investment portfolio based on your individual financial circumstances and financial needs to help you reach your investment and financial.

 

If you are interested in building a share portfolio please contact us to discuss your requirements.