Online Investing clients only

Our loyalty programme

Online Investing clients only

Our loyalty programme

Get rewarded for being a loyal client. With an Online Investing account you could take advantage of one or more of our loyalty offers.

Benefits of our loyalty programme

Exclusively for our Online Investing clients. Further details can be found at the end of this page.

Refer friends and family

You could receive a Referral Reward of up to £1,000 when you refer your friends and family, depending on the amount they transfer in.

Trading credits

All account holders receive £50 worth of trading credits every six months, in April and October. No minimum account value is required.

Free SIPP

For clients who hold £30,000 or more with us, across your accounts, we offer a free SIPP wrapper (normally £100).

Cashback offers

You could be eligible for up to £1,500 cashback if you transfer your cash and/or investments held with another provider to Charles Stanley Direct Online Investing platform.

Fee waivers

Claim a 6-month fee waiver when you transfer £200,000 or more.

Help with your tax return

We will provide you with a comprehensive Capital Gains Report on request.

Refer a friend Online Investing platform

Cashback offer available

You could be eligible for up to £1,500 cashback if you transfer your cash and/or investments held with another provider to Charles Stanley Direct Online Investing platform.

Don’t miss out

The amount of cashback you could earn increases the more you transfer and applies to Stocks & Shares ISAs, Junior ISAs, Self-Invested Personal Pensions and General Investment Accounts.

See the terms and conditions for more information on how the offer works or contact our Helpdesk.

Find out more Open an account today

Further details on our loyalty scheme

Refer friends and family

How to redeem this offer

You

Get your unique Referral code when logged into your account.
Share your Referral code with friends & family.

Your friends and family

Open their new account(s) using your Referral code*.
Deposit or transfer at least £20,000 of cash and/or investments into their new account(s) within three months of registering and hold these funds for a further nine months and you could receive up to £1,000. Please read the terms and conditions for more information on Referral Reward amounts.

* Please note that, the unique referral code must be entered during registration when prompted. This offer commenced on 08/01/2023 and will run until such time that Charles Stanley withdraws it. Please read the terms and conditions of this offer.

Claim a six-month platform fee waiver if you transfer more than £200,000 of assets to us by sending us a Secure Message through the site or app entitled “Fee Waiver” with the details of your transfer(s) once they have completed. To be eligible, you must claim within six months of the completion date (of the final transfer) and the transfers must be from equivalent platform(s)/provider(s). Once your claim has been verified, fees will be applied proportionately for the current period to-date before the six-month fee waiver is applied on a forward-looking basis.
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It is not possible to amalgamate transfers from different individuals.