How to add to your investments

If you purchased before 31 December 2012 and have not purchased advised investments after 31 December 2012 you can add to your investment in the following ways:

You can add to your investment using the Investor Portfolio Service (IPS). Please log in using your client reference number and select 'top up' 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 policy documentation.

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

• Existing jointly held investments
• Select Portfolio Bonds
• Setting up a regular premium

Please visit the Investor Portfolio Service website, and select 'add to an existing fund' 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 add to your investment in the following ways:

You can add 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 'top up' from the left hand menu and follow the instructions on screen.
Please read our PFP guide for more information on how to use PFP.

Please note, the services listed below are currently unavailable via PFP

• Existing jointly held investments
• Setting up a regular premium

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 'add to an existing fund' 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 an investment on a self-directed basis without receiving personalised advice you can top-up your investment in the following ways:

You can add to your investment using the Investor Portfolio Service (IPS). Please log in using your client reference number and select 'top up' 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.

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

• Existing jointly held investments
• Select Portfolio Bonds
• 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 top-up and monitor your existing investment (on a self-directed basis without receiving advice) in the following ways:

You can add to your investment using the Investor Portfolio Service (IPS). Please log in using your client reference number and select 'top up' 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
• Select Portfolio Bonds
• Setting up a regular premium

Please visit the Investor Portfolio Service website, and select 'add to an existing fund' 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 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.