Wealthify doesn't support your browser

We're showing you this message because we've detected that you're using an unsupported browser which could prevent you from accessing certain features. An update is not required, but it is strongly recommended to improve your browsing experience. Find out more about which browsers we support

FAQ Search Results


Search

Who can open a Wealthify account?

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.

 

Do you cater for U.S. Citizens?

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.

If you become a U.S. citizen or taxpayer whilst you hold an account with Wealthify, you will need to inform us so we can ensure that we are processing your payments in line with the regulations.

Bereavements

Where can I get emotional support after a bereavement? 

If you're struggling emotionally after the loss of a loved one, the following organisations can provide support: 

  • Cruse Bereavement Support: 

    Who they are    : Cruse is the UK’s leading bereavement charity, offering free and confidential support to those grieving the loss of a loved one. 
    Phone: 0808 808 1677 
    Website: www.cruse.org.uk 
    What they do: They provide one-to-one counselling, support groups, and online resources to help people cope with grief. 
       
  • Samaritans: 
     
    Who they are: Samaritans is a charity that provides emotional support to anyone in distress, including those experiencing grief. 
    Phone: 116 123 (available 24/7) 
    Website: www.samaritans.org   
    What they do: They offer a 24/7 helpline where trained volunteers listen and provide support without judgment. 

 

How do I handle the practical and legal tasks after a bereavement? 

The UK government provides clear guidance on registering a death, handling wills, and managing probate. You can also use the "Tell Us Once" service to notify multiple government organisations about a death. 

  • GOV.UK – when someone dies: 

    Who they are: GOV.UK is the official government website for the United Kingdom. 
    Website: www.gov.uk/when-someone-dies    
    What they do: They provide practical advice on registering a death, accessing probate, and notifying government agencies. 


For additional support with financial or legal matters: 

  • Citizens Advice — Bereavement: 

    Who they are    : Citizens Advice is a UK-based charity offering free, confidential advice on various issues, including bereavement. 
    Phone: 0800 144 8848 
    Website: www.citizensadvice.org.uk  
    What they do: They help with legal, financial, and administrative issues following a bereavement. 

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.