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Video: How Wealthify Works

How Wealthify has broken down the barriers so that anyone can start investing
Video: How Wealthify Works
Reading time: 1 mins



Wealthify is breaking down the barriers to investing to help you make your money work harder.

It takes less than 10 mins to get started with Wealthify

Simply choose how much you want to invest and for how long (but you’re not tied in).

Then choose for our five simple investments styles, to find a level of risk you’re comfortable with.

Your investment plan is created by our team of experts who pick the most appropriate investments for you and then keep an eye on them. They’ll even adjust your plan from time to time if needed.

You can check how your investments are performing 24/7 online or via the app. Your Wealthify dashboard shows you everything you need to know, including what we’ve bought and sold for you and which investments you hold. You can also top up your plan at any time via the dashboard in just a couple of clicks, or even withdraw money if you need to, without penalty.

In return, you’ll pay a simple annual management fee of no more than 0.7% that covers everything we do for you. Annual fund charges and transaction costs also apply, which you can find out more about on our fees pages.

Wealthify helps you to break down the barriers to investing. You can start a Stocks and Shares ISA, Investment ISA, a general investment plan, or an ethical investment ISA, with as much or as little as you like. It takes less than 10 minutes to sign up and Wealthify’s experts do everything, picking your investments and managing them for you, every day.



Past performance is not a reliable indicator of future performance. With a Wealthify investment your money is at risk, as the value can go down as well as up. The tax treatment of your investment will depend on your individual circumstances and may change in the future. If you are unsure about whether investing is right for you, please seek financial advice.

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