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Everything you need to know and all our fine print
Every Wealthify customer is covered by the Customer Agreement. On top of that, each product you hold has its own terms. So if you have a Stocks and Shares ISA, the Customer Agreement and the Investment Terms and Conditions both apply to you.
If anything here isn't clear, please get in touch — we'd rather explain it than have you guess.
| Document | Applies to | Effective from |
|---|---|---|
| Wealthify Customer Agreement | All customers | 31 March 2026 |
| Investment Terms and Conditions | Stocks and Shares ISA, Junior ISA, General Investment Account | 29 July 2026 |
| Pension Terms and Conditions | Wealthify Personal Pension | 27 July 2026 |
| Cash ISA Terms and Conditions | Cash ISA, powered by ClearBank | 31 March 2026 |
| Instant Access Savings Account Terms and Conditions | Instant Access Savings Account, powered by ClearBank | 31 March 2026 |
We keep every superseded version of our terms, so you can always check which applied to you at a given time. View previous terms and conditions.