Your questions answered Vol 2 - IM Private Clients

[pingu393]

Stevil said:

-Cappo- said:

-Cappo- said:

Another one here, I've been on the cusp of crossing a significantly screenshottable threshold for a few weeks now. It goes up a bit, up a bit, up a bit, up a bit, DOWN A BIT. Rinse and repeat!

The funds, they mock me....

And…..boom! Sterling work, IM

Yep, another nice bump today, hit my quarter of target milestone on Friday morning.

Yes, mine went up by the amount that I'm expecting from HMRC - but that bonus is still to come

My portfolio is spread across most of IM's funds. Those in the fast movers must be doing REALLY well.

I'm not greedy; 0.5% per day is enough to make me smile .

[eldar]

Quick question, how do I move the contents of my GIA to my ISA? Ta.

[bogie]

eldar said:

Quick question, how do I move the contents of my GIA to my ISA? Ta.

You need to sell it down to cash, wait a few days for it to settle, then on the login page where you have the overview of all accounts, scroll down to the bottom and you will see the option to move between accounts. Fill in the amount and then a few days later you can go and buy the same holdings again within your ISA

[eldar]

bogie said:

eldar said:

Quick question, how do I move the contents of my GIA to my ISA? Ta.

You need to sell it down to cash, wait a few days for it to settle, then on the login page where you have the overview of all accounts, scroll down to the bottom and you will see the option to move between accounts. Fill in the amount and then a few days later you can go and buy the same holdings again within your ISA

Thank you.

[Hobo]

Clearly a lot of talk on here about Nvidia Corp (NVDA), which is currently up multiples of my original investment, however where do people think the price can get to. Obviously appreciate that is the million dollar question, but just interested in peoples thoughts on the current $900 figure.

I suppose the obvious question is whether are happy to continue investing at this entry point or whether they are sitting on their profits and just seeing where it goes, as I'm currently the latter but thinking of putting more into it.

Edited by Hobo on Wednesday 27th March 13:49

[ferret50]

Hobo said:

Clearly a lot of talk on here about Nvidia Corp (NVDA), which is currently up multiples of my original investment, however where do people think the price can get to. Obviously appreciate that is the million dollar question, but just interested in peoples thoughts on the current $900 figure.

I suppose the obvious question is whether are happy to continue investing at this entry point or whether they are sitting on their profits and just seeing where it goes, as I'm currently the latter but thinking of putting more into it.

Edited by Hobo on Wednesday 27th March 13:49

I have 2.466 shares in NVNA held in my Trading 212 account, they are currently up by 109.5%, I would not have found these on my own.....Adam did mention back up the thread that we should expect to see movement in both directions as day traders buy and sell. I'm holding mine and hoping for a 200% gain.

[uk66fastback]

ferret50 said:

Hobo said:

Clearly a lot of talk on here about Nvidia Corp (NVDA), which is currently up multiples of my original investment, however where do people think the price can get to. Obviously appreciate that is the million dollar question, but just interested in peoples thoughts on the current $900 figure.

I suppose the obvious question is whether are happy to continue investing at this entry point or whether they are sitting on their profits and just seeing where it goes, as I'm currently the latter but thinking of putting more into it.

Edited by Hobo on Wednesday 27th March 13:49

I have 2.466 shares in NVNA held in my Trading 212 account, they are currently up by 109.5%, I would not have found these on my own.....Adam did mention back up the thread that we should expect to see movement in both directions as day traders buy and sell. I'm holding mine and hoping for a 200% gain.

A mate of mine bought 5.1 shares when they were $561. They're $911 atm ... he sold long ago and took the $1300-ish!

[Muck Dodge]

Question for the IM team.

How long would it take to open an ISA with you? We have a sale of a BTL hopefully completing Tuesday so are looking to see if we can take advantage of this tax years allowance. We both have pensions with you.

[Car bon]

Why not just open the ISA anyway with £1 (or whatever the minimum is) ? There's an 'Apply for another product' link in the top right of the dashboard. Adding extra funds should be quicker....

[Intelligent Money]

Muck Dodge said:

Question for the IM team.

How long would it take to open an ISA with you? We have a sale of a BTL hopefully completing Tuesday so are looking to see if we can take advantage of this tax years allowance. We both have pensions with you.

Hi Muck Dodge

It only takes an about 10 minutes and you can then make your payment by BACS.

Follow the apply button on the top right of the Private Clients webpage.

If need any help feel free to drop me a message at [e-mail]

Cheers

Nik

[S6PNJ]

Hi Nik and Adam,
A few posts up the page was a question about moving GIA invested funds to a pre existing ISA, all with the IM platform - would one of you detail the steps / process please, so we have it from the horses mouth. Oh, and I take it there is still time within this year (23/24) to move funds prior to next year's ISA starting (24/25)?

[JerryEXE]

S6PNJ said:

Hi Nik and Adam,
A few posts up the page was a question about moving GIA invested funds to a pre existing ISA, all with the IM platform - would one of you detail the steps / process please, so we have it from the horses mouth. Oh, and I take it there is still time within this year (23/24) to move funds prior to next year's ISA starting (24/25)?

At the bottom of the Account Overview page there’s an option to transfer funds between accounts.



Choose the accounts from the drop downs, follow the steps (which funds to sell, which funds to buy) and then submit. I did this yesterday so hope that Adam or Nik will confirm that this will happen for the 23/24 year.

[PM3]

I made this for someone I know ( offline ) so share . I have too much time

Edited by PM3 on Friday 29th March 12:04

[toastyhamster]

How long do scheme to scheme transfers take? I requested one from a GIA to my ISA on the 25th and it's still "In progress", I don't mind as long as it will complete before the ISA deadline. Thanks.

[JerryEXE]

PM3 said:

Interesting stuff

Much better than my effort, nice one!

[tight fart]

toastyhamster said:

How long do scheme to scheme transfers take? I requested one from a GIA to my ISA on the 25th and it's still "In progress", I don't mind as long as it will complete before the ISA deadline. Thanks.

My request was approved on the 21st, I’m told I’m unlikely to see it before the 5th, with is a shame as I wanted it in this tax year.

[-Cappo-]

Anyone know what the current interest rate and terms are for the IM ISA? Or do those pop up if you apply?

Oh and can you transfer in from an existing ISA?

[droopsnoot]

-Cappo- said:

Anyone know what the current interest rate and terms are for the IM ISA? Or do those pop up if you apply?

Oh and can you transfer in from an existing ISA?

Aren't they all S&S ISAs, and therefore "interest rate" isn't really appropriate? Or have I missed them starting a cash ISA?

[AdamIM]

droopsnoot said:

-Cappo- said:

Anyone know what the current interest rate and terms are for the IM ISA? Or do those pop up if you apply?

Oh and can you transfer in from an existing ISA?

Aren't they all S&S ISAs, and therefore "interest rate" isn't really appropriate? Or have I missed them starting a cash ISA?

We offer a Money Market product which currently nets circa 4.5% net.

Cappo, if you need to discuss any products drop me a line via the PM function and i'll mail you.

Regards

Adam

[-Cappo-]

AdamIM said:

droopsnoot said:

-Cappo- said:

Anyone know what the current interest rate and terms are for the IM ISA? Or do those pop up if you apply?

Oh and can you transfer in from an existing ISA?

Aren't they all S&S ISAs, and therefore "interest rate" isn't really appropriate? Or have I missed them starting a cash ISA?

We offer a Money Market product which currently nets circa 4.5% net.

Cappo, if you need to discuss any products drop me a line via the PM function and i'll mail you.

Regards

Adam

Thanks Adam, will do.

droopsnoot said:

Aren't they all S&S ISAs, and therefore "interest rate" isn't really appropriate? Or have I missed them starting a cash ISA?

Ah that may be my mistake, I might have just assumed it was a cash ISA! I’ll check with Adam.