Support

If you purchased before 31 December 2012 and have not purchased advised investments after 31 December 2012 you can switch between funds in the following ways:

Please visit the Investor Portfolio Service website, and select 'switch between funds' to download the form. Please read all the important information before sending the form back to the Investor Portfolio Service.

For additional information, or to review your investments, please use our online booking form to make an appointment with a Financial Planning Manager.

If you purchased through a Nationwide Financial Planning Manager after 31 December 2012 you can switch between funds in the following ways:

You can make changes to your investment using our Personal Finance Portal (PFP). Sign in to PFP by using your username and password. Your funds will be listed at the bottom of the PFP homepage under 'Investor Portfolio Services'. Select 'view in IPS website' next to the fund you wish to amend (this will open a new window). Choose 'switch' from the left hand menu and follow the instructions on screen.
Please read our PFP guide for more information on how to use PFP.

Not registered for PFP?

To be eligible for PFP access, you must be a Nationwide Financial Planning investment customer who is signed up for our Ongoing Service. If this applies to you and you don't have PFP access, please contact your Financial planning Manager and you'll be sent a registration email.

Please visit the Investor Portfolio Service website, and select 'switch between funds' to download the form. Please read all the important information before sending the form back to the Investor Portfolio Service.

For additional information, or to review your investments, please use our online booking form to make an appointment with a Financial Planning Manager.

You may wish to move part of your investment from an investment fund to a Stocks and Shares ISA to benefit from tax efficient investment. To do this please visit the Investor Portfolio Service website, and select 'move funds from an investment fund to an ISA' for more information, and to download the 'NBS unit trust to ISA form'.

If you purchased an investment on a self-directed basis without receiving personalised advice you can switch between funds in the following ways:

You can make changes to your investment using the Investor Portfolio Service (IPS). Please log in using your client reference number and select 'switch' from the menu. If you haven’t registered yet please choose 'register' on the login screen and follow the instructions. You will need your client reference number to hand. You can find your client reference number on your statement or your policy documentation.

More information on services available for online customers can be viewed here, including services such as switching from an investment fund into a stocks and shares ISA.

Please note, the services listed below are currently unavailable via IPS:

• Existing jointly held investments
• Setting up a regular premium

For additional information, or to review your investments, please use our online booking form to make an appointment with a Financial Planning Manager.

If you purchased an investment through a Financial Planning Manager after 31 December 2012 (but have opted out of Ongoing Service) you can switch between funds (on a self-directed basis without receiving advice) in the following ways:

You can make changes to your investment using the Investor Portfolio Service (IPS). Please log in using your client reference number and select 'switch' from the menu. If you haven’t registered yet please choose 'register' on the login screen and follow the instructions. You will need your client reference number to hand. You can find your client reference number on your statement or your policy documentation.

Please note, the services listed below are currently unavailable via IPS:

• Existing jointly held investments
• Setting up a regular premium

Please visit the Investor Portfolio Service website, and select 'switch between funds' to download the form. Please read all the important information before sending the form back to the Investor Portfolio Service.

For additional information, or to review your investments, please use our online booking form to make an appointment with a Financial Planning Manager.

You may wish to move part of your investment from an investment fund to a Stocks and Shares ISA to benefit from tax efficient investment. To do this please visit the Investor Portfolio Service website, and select 'move funds from an investment fund to an ISA' for more information, and to download the 'NBS unit trust to ISA form'.

If you would like to opt back into Ongoing Service (including access to the Personal Finance Portal) please make an appointment to see your Financial Planning Manager.