Edale’s ISA is available to international people to open an ISA account when they are resident in the UK. We support the ISA with financial advice and support. This account will accept expat Americans that are resident in the UK.
To open an account, visit https://edale.co/open-ISA/ and follow the simple instructions below.
At the first screen, enter your :
- Email address
- Username in words and numbers (no spaces or special characters)
- Select a secure password
- Country selection should default to the UK
On the next screen, select
- Type of account. Most clients choose a “Stocks and Shares ISA”
- If relevant; you will be asked the following:
- The Legal Residents question will be “No” for most clients
- The beneficial ownership is “Yes” for most clients
On the next screen;
- Enter your title and name in the relevant boxes
- Start typing your address in your address line one, and it will offer to autopopulate the fields as you write your full address
- Select if you are a dual citizen and also the countries of birth as may be relevant for you.
- Add a mobile number
- Complete the personal information
- Add tax residency with suitable Tax Identification Numbers like National Insurance number for the UK and Social Security number for the USA
- Add your employment information.
- Add your source of wealth, for most clients, this is 100% Income from Employment.
- Complete security questions
Next, you will get a confirmations screen to make disclosures and confirm your account.
- Enter the mobile phone confirmation number you received
- Confirm your national tax identification information
Configuring your account
Edale has defaulted some of the main trading permissions and assets that are more suitable for you:
- Income and Wealth information is a short view of your financial worth
- Investment objectives for most clients are growth and/or income with capital preservation
- You may be requested to complete some knowledge quizzes
- If relevant, click the cross in the right-hand side ie “x” on any investment asset class you are not likely to invest in
- Trading experience, add your experience, quantity of trade and level of knowledge for equities and bonds
- Confirm if you are an employee of a publicly traded company.
- For most clients, this is “No”
- If “Yes”, add the stock market symbol of the company
- Confirm if you control the publicly traded company. For most clients, this is “No”
- Confirm your tax residency
- Confirm Acceptance of IRS rules
- Enter your full name in the signature box for the tax information
- Tick the box on tax information sharing
- Accept all the Agreements and Disclosures. Given the nature of financial service regulations in global markets, there are lots of forms that are required
- Enter your full name in the signature box to agree to the terms and conditions as well as disclosures
- Ensure that you log in to your email and confirm your email address with the email you’ve received
Any problems please contact us
Bank details for Stocks and Shares ISA Deposits
For funding your account, you can make contributions using the details below.
Transfer Funds to Beneficiary/Account: Interactive Brokers (U.K.) Limited
International Bank Account Number (IBAN): GB20 CHAS 6092 4240 0733 03
SWIFT/BIC Code: CHASGB2LXXX
Sort Code: 609242
Bank Account Number: 40073303
Reference: Your investment account number starting Uxxxxxxxx