TAKE A LOOK AT OUR INVESTMENT DASHBOARD€¦ · THE COUTTS INVEST DASHBOARD PUTS YOU IN CONTROL...

THE COUTTS INVEST DASHBOARD PUTS YOU IN CONTROL

Check how your investments are doing, change your fund choice or invest more if you want - you can do it all from the investment dashboard.

QUICKLY REVIEW ALL YOUR INVESTMENTS IN ONE PLACE

Grid view

INVEST MORE OR TRANSFER YOUR EXISTING INVESTMENTS TO COUTTS INVEST

TAKE A LOOK AT OUR INVESTMENT DASHBOARD

• See details on each of your investments by clicking on its name.• Switch between a tile and grid view using the tool in the top left hand corner.

The value of investments can go down as well as up, so you could get back less than you invest.Your capital is at risk. Investing is suitable for the medium to long term, typically five years or more.

Tile view

KEEP TRACK OF YOUR ISA

• Keep track of how much of your annual ISA allowance you’ve used with Coutts.• Invest more or withdraw your money using the buttons on the top right.

You’ll only see this option if you have an ISA with Coutts.

MANAGE YOUR FEES

Change the account that you use to pay your fees using the link in the bottom left of the screen.

IMPORTANT DOCUMENTATION

You can review all of the documentation relating to Coutts Invest, including Key features, factsheets and guides. Any communications we send to you about your own investments will be held in your document vault.

IF YOU REQUIRE FURTHER ASSISTANCE USING OUR DASHBOARD

PLEASE CONTACT COUTTS 24 ON + 44 (0)20 7657 2424.