Non ISA shares

Just a quick note that I really like how you’re managing Non-ISA eligible shares in the latest update, i.e. you can still ‘discover’ them (when in ISA account) it just says they aren’t eligible.

Much better :+1:

9 Likes

Yeah this is nice! :slight_smile:

I think it would be useful to show that a company is not ISA eligible in the GIA account the very same way it is shown in the ISA account. Saves time going back and forth to check. Specially useful if you have stocks in a GIA and want to change your portfolio to an ISA over time, without requesting customer support for Bed & ISA

1 Like

Excuse my ignorance, but why would a stock be excluded from your ISA?

Chinese stocks for example aren’t allowed within an ISA under UK rules

Government regulations

https://www.morningstar.co.uk/uk/news/106440/what-can-you-put-in-your-isa.aspx

https://uk.advfn.com/Help/10-what-kinds-of-stocks-and-other-inves-366.html

This topic was automatically closed 91 days after the last reply. New replies are no longer allowed.