PortfolioInvestor

How to open an account

You can apply for a PortfolioInvestor account by following these few easy steps:

• call us on 01604 796354
• we will check that the account meets your needs and send you an application form
• with your application we’ll also detail the identification we require by law to open your account
• bring the appropriate forms and identification to any Nationwide branch

If you are a scheme manager and are opening this account on behalf of your clients you must explain the terms and conditions of the account to them.

In addition, you should explain the need to ensure that the correct authority is given for any transaction on the account and that funds must only be used in accordance with the SIPPS (Self Invested Personal Pension Schemes) & SAPS (Small Self-Administered Pension Schemes) regulations.