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1. Getting Registered

2. Logging into My Liontrust for the first time
3. Setting up your linked bank account
4. Experiencing problems with logging on or using the site?
5. KIID, SID and Factsheet
6. Need Financial Advice?
7. I am new to My Liontrust, do you have a user guide I can use to help me around the site?
8. How do I know your site is secure?
9. I have two investment accounts; can I view both on My Liontrust using one account number?
10. Will I be charged for using My Liontrust account to place a deal or view my investments?
11. I have registered online but have not received the confirmation
12. I have lost my My Liontrust login information, what do I need to do?
13. I have received an error message saying my account is locked, what do I need to do?
14. How can I make changes to my personal information in My Liontrust?
15. Can I update my bank details online?
16. I wish to invest via My Liontrust, how can I pay for my investment?
17. I am not able to view or open a document on My Liontrust.
18. I am trying to view details of my original investment and/or historic documents but cannot seem to find these.
19. I have received a message stating my My Liontrust account has reduced functionality because you have been unable to verify my bank account, why is this?

 

1. Getting Registered

To register with My Liontrust you will need to have the following information:

    • Account Number
    • First Name
    • Last Name
    • Date of Birth
    • Post Code

 

If you have not previously invested in an ISA with us, we may not hold your date of birth on file. We will need this before you can register with My Liontrust. Please contact us with this information.

During the registration process you are required to accept the Terms and Conditions, Privacy and Cookies policies to complete registration. These may be updated in the future and you will be prompted to accept subsequent amendments to continue using this service. The most up to date policy document can be found at the bottom of each page.

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2. Logging into My Liontrust for the first time

Once you have registered for My Liontrust, you will then be able to log on using the Username and Password you set up at the registration stage. You will be prompted to change your password to something more memorable, as well as set up your security questions. There will be instructions on screen to explain how to do this.

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3. Setting up your linked bank account

Once you have logged in for the first time, we will ask you to link your bank account to your My Liontrust account. We will verify your bank account during this process. You will need to input your Sort Code, Account Name and Account Number. We will then verify these bank details using an industry-recognised external provider, to ensure these details belong to you and help prevent fraud. In the event that we are unable to verify these details, there will be instructions on the screen to explain what to do next.

Once we have successfully linked your bank account, future proceeds from any sale or income will be paid to these details.

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4. Experiencing problems with logging on or using the site?

If you experience issues when trying to register, log on for the first time or for any other assistance using the site, please contact us.

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5. KIID, SID and Factsheet

Key Investor Information Documents are supplied online, which must be acknowledged to enable an investment to continue. Additional information such as the Supplementary Information Document and Fund factsheet are also supplied where available.

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6. Need Financial Advice?          

My Liontrust is a non-advised service. We are not able to offer you advice on the suitability of our investment products.

Should you wish to contact a financial adviser please visit http://www.unbiased.co.uk/find-an-independent-financial-adviser.

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7. I am new to My Liontrust, do you have a user guide I can use to help me around the site?

Please refer to Questions 1 & 2 on this page (‘Getting Registered’ and ‘Logging in for the first time’) for guidance on how to register.

When you have registered for My Liontrust you will receive a Welcome Pack in the post from us at the point of registration. This too contains guidance on how to register as well as FAQs. If you require any other assistance using the site, or have any additional questions, please contact us.

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8. How do I know your site is secure?

As a regulated financial services company, we are required to ensure a number of security processes are in place to protect our investors’ information against cyber risk. We use industry level security to ensure your information is safe.

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9. I have two investment accounts; can I view both on My Liontrust using one account number?

Your My Liontrust account will only show the investments you hold under the My Liontrust account number you provided at registration. If you hold any other investments under different account numbers with us, you can write to us with these references and ask us to combine the investments under the one account number registered with My Liontrust. Once this is processed, you will be able to view all your investments.

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10. Will I be charged for using My Liontrust account to place a deal or view my investments?

There are no new or additional charges for using My Liontrust. 

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11. I have registered online but have not received the confirmation email. 

The confirmation email would have been sent to you from liontrustadmin@bnymellon.com. This may have been directed to your junk folder according to your email settings. If this is the case, please add our email address to your ‘trusted senders’ list. If you are still experiencing problems with receiving emails please contact us.

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12. I have lost My Liontrust login information, what do I need to do?

Please access the My Liontrust homepage then follow the links under Forgot Username and Password. There will be prompts on the screen to assist you in retrieving this information, however if you experience any issues please contact us.

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13. I have received an error message saying my account is locked, what do I need to do?

If you receive this error message, please contact us.

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14. How can I make changes to my personal information in My Liontrust?

You can update your email address, postal address and marketing preferences through My Liontrust. Just follow the links under ‘My Profile’ to ‘My Details’ and there will be prompts on the screen to guide you. Should you wish to change your address to one outside of the UK, please contact us.

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15. Can I update my bank details online?

For any amendments to bank details, please write to us.

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16. I wish to invest via My Liontrust, how can I pay for my investment?

You can pay for your investment placed via your My Liontrust account using your debit card. It is not possible to use a credit card to invest into our funds.

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17. I am not able to view or open a document on My Liontrust.               

To view any of the documents available on My Liontrust, you will need to have Adobe Acrobat Reader installed on your desktop, laptop or other mobile device. You can download this from the Documents page on My Liontrust. If you have downloaded Adobe Acrobat Reader and are still experiencing issues, please contact us.

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18. I am trying to view details of my original investment and/or historic documents but cannot seem to find these.

Full transaction history is available to view online on your My Liontrust account. This also applies to any associated documents such as contract notes and statements. If you are unable to find historic information, please contact us.

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19. I have received a message stating my My Liontrust account has reduced functionality because you have been unable to verify my bank account, why is this?

To ensure your investments are secure, and help prevent fraud, we use an industry-recognised external party to validate that your bank details belong to you at the time you register. In the event that they are unable to do so, we will need you to send us evidence of your bank account in the form of:

  • An original bank statement that shows your bank account details, name and address
  • A certified copy of a bank statement that shows your bank account details, name and address
  • An original cheque that has been clearly marked as cancelled

Please send this to us with this accompanying bank verification form (downloadable here) to the address stated on the contact us page.

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