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Anyone over the age of 18 living in England, Scotland, Wales or Northern Ireland can open any account with Wealthify. Residents of the Channel Islands can open a General Investment Account. Unfortunately, we are not able to accept U.S. Citizens due to the U.S. Government’s tax reporting rules. This includes anyone holding a U.S. passport or anyone who has an obligation to pay tax to the U.S. tax authorities.
You can only open a Stocks and Shares ISA if you’re a UK tax resident over the age of 18. If you are transferring an existing ISA opened in the same tax year, you will need to transfer the full amount to Wealthify.
For our pension, you’ll need to be over 18 and under 75 to open an account.
Unfortunately, we are not able to accept U.S. Citizens due to the U.S. Government’s tax reporting rules. This includes anyone holding a U.S. passport or anyone who has an obligation to pay tax to the U.S. tax authorities.
We need to know your nationality as part of our regulatory requirements. If you’re a UK national, this is covered with your National Insurance Number; for non-UK nationals or those with dual-nationality, we’ll need your National Client Identifier.
Please note: US citizens or those paying tax to the US are not able to invest or save with Wealthify.