What are the fees for a Quilter Invest GIA, ISA or Junior ISA (JISA)?

‍We charge £2 per calendar month for our Investment plan, which includes: Stocks & Shares ISA, Junior Stocks & Shares ISA (Junior ISA (JISA) and for our General Investment Account (GIA). This covers transaction and investing costs, and grants you access to the Learning Hub and Auto Invest.

There is also a platform fee of 0.25% of your portfolio value, e.g. £25 per £10,000 per year which is charged monthly. At any time, you can view the fees you will pay per month for your investment accounts by opening the Quilter Invest app > 'Account' > 'Fees & Charges'. These low fees make Quilter Invest one of the cheapest providers out there!

On some occasions, a 0.40% FX fee will be applied to trades on foreign shares only. 

Plus, where applicable, a fund provider fee (0.07% and 0.75% variable based on the fund) will be charged annually, and billed monthly, depending on which themed fund you select. This isn't deducted from your account but rather is reflected in the value of your fund.

View our pricing.