Funds (including unit trusts, OEICs and structured products):
Platform Fee: 0.25% per year (on the first £250,000); 0.10% (on the value between £250,000 and £1m); 0.05% (on the value between £1m and £2m); No charge (on the value above £2m)
‍
‍Dealing Fee/Regular Investments (online): £1.50 per deal


‍Shares (including investment trusts, ETFs, gilts and bonds):
Platform Fee: 0.25% per year (max £3.50 per month)
‍
‍Dealing Fee (online): £9.95 per deal reducing to £4.95 per deal if there were 10+ deals in the previous month
‍
‍Regular Investments (online): £1.50 per deal
‍

Cash transfer to another ISA manager: No charge
‍
Transfer out the underlying assets: £9.95 per holding

Capital at risk. ISA rules apply.

Funds:
Platform Fee: 0.40% per year (on the first £50,000); 0.35% (on the next £200,000); 0.25% (on the next £250,000); No charge (on the amount about £500,000)

‍Dealing Fee (online): No charge


‍Shares:
No share dealing

Funds:
Platform Fee: 0.20% per year (minimum of £4 per month, capped at £125 per month)

‍Dealing Fee (online): £3 per deal

‍Regular Investments (online): £1 per deal
‍

‍Shares (and other investments):
Platform Fee: 0.10% per year (minimum of £4 per month, capped at £125 per month)

‍Dealing Fee (online): £6 per deal

‍Regular Investments (online): £1 per deal

Platform Fee: 0.40% per year (on the first £250,000); 0.20% (on the value between £250,000 and £1m); No charge (on the value above £1m)
‍

Funds:
‍Dealing Fee: No charge
‍
‍
‍Shares:
‍Dealing Fee (online): £7.50 per deal

Platform Fee: 0.20% per year, reduced to 0.15% if you have a combined value of more than £200,000 in your ISA, Investment and Pension accounts

‍Cavendish Online Ongoing Fee: 0.05%


Funds:
‍Dealing Fee: No charge
‍
‍
‍Shares (including investment trusts and ETFs):
‍Dealing Fee (online): £10 per deal

Regular Investments: £1.50 per deal

Funds (unit trusts & OEICs):‍
Platform Fee: 0.35% per year (on the first £250,000); 0.20% (on the value between £250,000 and £500,000); 0.15% (on the value between £500,000 and £1m); 0.05% (on the value between £1m and £2m); No charge (on the value above £2m)

‍Dealing Fee (online): No charge
‍
‍
‍Shares (including ETFs, investment trusts, commodities, gilts and bonds):‍
Platform Fee: 0.35% per year (minimum of £24 and maximum £240 per year)

‍Dealing Fee (online): £11.50 per deal*

*Clients who make one or more chargeable trade on any account within a calendar month will have all stock & shares platform charges waived across all accounts for that month

Transfer Out Fee (UK stocks or funds): £10 per holding

Platform Fee: 0.25% (on the first £500,000); 0.20% (on the value between £500,000 and £1m); 0.10% (on the value between £1m and £1.5m); No charge (on the value above £1.5m)
‍

Funds:
‍Dealing Fee: No charge
‍
‍
‍Shares (including Investment Trusts, ETFs and gilts):
‍Dealing Fee: £8.95 per deal (max)

This is a robo-adviser or 'Do It For Me' platform

Platform Fee: 0.48% per year

‍Ongoing Charges Figure (OCF): 0.12% (avg.)

Best Ideas and Positive Impact Portfolios:‍
Platform Fee: 1.19% per year (on the value up to £99,999); 0.99% (£100k – £249,999); 0.79% (£250k – £499,999); 0.69% (£500k – £999,999); 0.66% (£1m+)

‍Fund Charges: 0.7 – 0.8%
‍
‍
‍Low Cost Portfolios:‍
Platform Fee: 0.99% per year (on the value up to £99,999); 0.79% (£100k – £249,999); 0.69% (£250k – £499,999); 0.59% (£500k – £999,999); 0.49% (£1m+)

‍Fund Charges: 0.1 - 0.2%
‍

Note - The reduced platform fees apply to your full portfolio as you reach each step, as opposed to being tiered (where the lower charges only apply to the portion of the fund above the new level)

Custody Fee: £17.49 per quarter (anything you pay in online dealing fee and funds platform fee will be deducted from your custody fee; you'll pay no custody fee in first two quarters of the year you join)
‍

Funds (Unit Trusts and OEICs):
‍Platform Fee: 0.30% (on the first £50,000); 0.25% (on the value between £50,000 and £250,000); 0.15% max £250 per quarter (on the value above £250,000)

‍Dealing Fee (online): No charge to buy; £10.99 to sell (reduces to £5.99 after 20 trades in any one calendar month)

‍Regular Investments: £1.50 per deal
‍
‍
‍Shares (including Investment Trusts, ETFs, Gilts and Bonds):
‍Dealing Fee (online): £10.99 per deal; £9.99 to trade ETFs (reduces to £5.99 after 20 trades in any one calendar month)

Regular Investments: £1.50 per deal


Transfer Out Fee: £15 per line of stock

Platform Fee: £45 per year if you have less than £7,500; 0.35% per year (if you have £7,500 but less than £250,000 or if you are on a regular savings plan); 0.2% (if you have £250,000 but less than 1m); No charge (on the value above 1m). Shares, ETFs and ITs are capped at £45


Funds:‍
‍Dealing Fee: No charge
‍
‍
‍Shares (including Investment Trusts and ETFs):
‍Dealing Fee (online): £10 per deal
‍
Regular Investments: £1.50 per deal


Note - The reduced platform fees apply to your full portfolio as you reach each step, as opposed to being tiered (where the lower charges only apply to the portion of your investment above the new level)

‍Shares (including ETFs):
‍ISA Fee: £3 per month
‍
Dealing Fee: No charge
‍

Plus Plan‍
‍Platform Fee: £9.99 per month

Funds and Shares:‍
‍Platform Fee: £12.50 per year
‍
‍Dealing Fee (online): £12.50 per deal

Regular Investments: £2 per deal

Funds:‍
Platform Fee: 0.45% (on the first £250,000); 0.25% (on the value between £250,000 and £1m); 0.1% (on the value between £1m and £2m); No charge (on the value over £2m)

‍Dealing Fee: No charge
‍
‍
‍Shares (including UK and overseas shares, Investment Trusts, ETFs, VCTs, gilts and bonds):
Platform Fee: 0.45% (capped at £45 per year)

‍Dealing Fee (online): £11.95 per deal reducing to £8.95 if 10 - 19 deals the previous month and further reducing to £5.95 if 20+ deals the previous month

Regular Investments: £1.50 per deal

Funds:‍
Platform Fee: 0.25% per year

‍Dealing Fee: No charge
‍
‍
‍Shares (including ETFs):
Platform Fee: £10.50 per quarter

‍Dealing Fee (online): £10.50 per deal reducing to £7.95 after your 9th trade in a calendar quarter


Transfer Out Fee: £15 per line of stock

‍Shares:
Platform Fee: £5 per quarter

‍Dealing Fee (online): £9.90 per deal

Transfer Out Fee / Account Closure: £60

Smart Portfolios:‍
Platform Fee: 0.50% per year (On the first £50,000); No charge (on the value over £50,000)

Ongoing Charges Figure (OCF): 0.14% (avg.)

‍Transaction Costs: 0.07%
‍
‍
‍Shares:
Platform Fee: £24 per quarter (You will be exempt from this charge if you deal three or more times on your share dealing account during the quarter OR hold investments worth £15,000 or more across your IG Smart Portfolio accounts only, at the end of the quarter)

‍Dealing Fee (online): £8 per deal (reducing to £3 per deal if 3+ trades the previous month)

Investor Plan: £9.99 per month platform fee, comes with one free trade (funds or shares). Additional trades are £7.99 per trade‍

Funds Fan: £13.99 per month platform fee, comes with two free fund trades. Additional fund and investment trust trades are £3.99 and share trades are £7.99 per trade‍

Super Investor: £19.99 per month platform fee, comes with two free trades (funds or shares). Additional trades are £3.99 per trade

‍Regular Investing Service: No charge

Account Opening Fee: £100 one-off
‍
‍
Funds and Shares:
‍Dealing Fee (online): £5 per deal

Transfer Out Fee: £25

This is a robo-adviser or 'Do It For Me' platform

‍Subscription Fee: £1 per month (free for the first 3 months)

‍Platform Fee: 0.45% charged monthly

‍Ongoing Charges Figure (OCF) and Transaction Costs: 0.12% - 0.30%

*Read more about Moneybox in our Auto-investing Guide

This is a robo-adviser or 'Do It For Me' platform

‍Platform Fee: 0.75% per year (on the first £10,000); 0.60% (on the value between £10,000 and £50,000); 0.50%(on the value between  £50,000 and £100,000); 0.35% (on the value above £100,000)

‍Ongoing Charges Figure (OCF): 0.20% (avg.)

Transaction Costs: up to 0.09%

Minimum Investment: £5,000 or £1,500 + regular direct debit

This is a robo-adviser or 'Do It For Me' platform

Initial Advice Fee: One-off and varies depending on the amount you have to invest (e.g. £5 on 100 per month regular saving, £50 on £500 to £1,000 per month; £50 on £20k lump sum; £200 on 50k lump sum; £450 on 100k lump sum)

‍Platform Fee: 0.11% per year

‍Ongoing Charges Figure (OCF): 0.22% (max.)

There is also an Ongoing Monitoring Fee which varies depending on the amount you have to invest (e.g. 0.73% per year on £100 per month regular saving; 0.71% on £500 per month; 0.58% on £1,000 per month; 0.25% on £20k lump sum; 0.40% on £50k lump sum; 0.45% on £100k lump sum)

NatWest Invest offers five ready-made portfolios - Cautious, Steady, Balanced, Optimistic and Daring
‍
Platform Fee: 0.35% (max.)

‍Ongoing Charges Figure (OCF): 0.60% (max.)

Transaction Costs: 0.07% (max.)

This is a robo-adviser or 'Do It For Me' platform

‍Platform Fee: 0.65% per year (on £50,000); 0.50% (on £250,000); 0.35% (on £500,000+)

‍Ongoing Charges Figure (OCF): 0.30% (avg.)

Minimum Investment: £50,000

This is a robo-adviser or 'Do It For Me' platform
‍

Fully Managed Portfolio:‍
Platform Fee: 0.75% per year (up to £100,000); 0.35% (£100,000+)
‍
Ongoing Charges Figure (OCF): 0.19% (avg.)

‍Transaction Costs: 0.06% (avg.)
‍

Fixed Allocation Portfolio:‍
Platform Fee: 0.45% per year (up to £100,000); 0.25% (£100,000+)
‍
Ongoing Charges Figure (OCF): 0.17% (avg.)

‍Transaction Costs: 0.06% (avg.)
‍

Socially Responsible Portfolio:‍
Platform Fee: 0.75% per year (up to £100,000); 0.35% (£100,000+)
‍
Ongoing Charges Figure (OCF): 0.32% (avg.)

‍Transaction Costs: 0.06% (avg.)

This is a robo-adviser or 'Do It For Me' platform

Initial Advice Fee: No charge

‍Platform Fee: 0.35% per year

‍Ongoing Charges Figure (OCF) and Transaction Costs:
‍Portfolio 1 - 0.14%
Portfolio 2 - 0.12%
Portfolio 3 - 0.11%

Funds:‍
Platform Fee: 0.35% per year (on the first £50,000); 0.20% (on the value between £50,000 and £500,000); 0.10% (on the value above £500,000)

‍Dealing Fee: No charge

If you choose to invest with the Digital Investment Adviser (robo-adviser), you'll be charged a one-off fee advice fee of £20.

If you choose to invest with the help of a face-to-face adviser, the adviser will detail the fee in your first meeting.
‍
‍
‍Shares:
No share dealing

This is a robo-adviser or 'Do It For Me' platform

Platform Fee: 0.75% per year

‍Ongoing Charges Figure (OCF): 0.16%

Platform Fee: 0.25% of the value of your portfolio (payable half yearly, minimum of £12, maximum of £45)
‍
‍
‍Shares:
‍Dealing Fee (online): £12.50 per deal

Regular Investments: £1.75 per

Transfer Out Fee: £35 per holding

Funds (including unit trusts, OEICs and structured products):‍
Platform Fee: 0.35% per year (on the first £200,000); 0.20% (on the value above £200,000)

‍Dealing Fee: No charge
‍
‍
‍Shares:
No share dealing

Platform Fee: 0.30% per year, minimum of £2 per month (on the first £50,000); 0.20% (on the value between £50,000 and £1m); No charge (on the value above £1m);
‍
*Accounts over £2 million will be charged differently based on pre-agreed terms
‍

‍Funds:‍
‍Dealing Fee: No charge
‍
‍
‍Shares (including ETFs):
Dealing Fee: 0.04% per deal (minimum of £7.50)
‍
‍Transfer Out Fee: £1 (line of stock); £25 (whole portfolio)

Funds and Shares:‍
Platform Fee: £5 per month

‍Dealing Fee (online):
Standard Dealing Option: £7.50 per deal for trades less than £750; 1% for £750 and above

Frequent Dealing Option (If you deal £750+ frequently or have a lump sum to invest): £7.50 per deal and a dealing option fee of £24 per quarter

Regular Investments (online): 0.5% (min £1) per deal
‍
Transfer Out Fee: £25 per account

*If you choose the Ready-made ISA option then none of these charges apply, only the ongoing cost of managing fund

**The Share Centre was recently acquired by Interactive Investor, so we may see changes to its pricing fairly soon

This is a robo-adviser or 'Do It For Me' platform

Platform Fee: 0.40% per year

‍Ongoing Charges Figure (OCF): 0.76% (avg.)

Funds:‍
Platform Fee: 0.15% per year (capped at £375)

‍Dealing Fee: No charge
‍
‍
‍Shares:
No share dealing

This is a robo-adviser or 'Do It For Me' platform

Initial Investment Charge: 0.25% on each contribution

‍Ongoing Advice Charge: 0.50% per year

‍Platform Fee: 0.25% per year

‍Ongoing Charges Figure (OCF): 0.14% (avg.)

This is a robo-adviser or 'Do It For Me' platform

Platform Fee: 0.60% per year

Average Ongoing Charges Figure (OCF): 0.22% (original portfolios); 0.66% (ethical portfolios)

This is a robo-adviser or 'Do It For Me' platform

Basic Plan (invest £0 - £100k):‍
Platform Fee: 0.70% per year

‍Ongoing Charges Figure (OCF): 0.20% (avg.)
‍

Black Plan (invest £100k+):‍
Platform Fee: 0.50% per year

‍Ongoing Charges Figure (OCF): 0.20% (avg.)

Platform Fee: 0.40% (on the first £50,000); 0.30% (on the value between £50,000 and £100,000); 0.20% (on the value between £100,000 and £250,000); 0.15% (on the value above £250,000)


Funds:‍
Dealing Fee: No charge
‍

Shares (including investment trusts and ETFs):‍
Dealing Fee: £7.50 per deal

Shares:
‍Dealing Fee: £5.95 per deal

Transfer Out Fee: £15 per stock