It would be great to get some sort of unified view across accounts. For example, I hold stocks in Invest and Isa accounts, and will likely add some to a Sipp when one’s launched.
It would be handy to see a breakdown of my exposure, returns, AI analysis etc across everything I hold with 212.
I see where you’re coming from - having a unified view across all your accounts would make it much easier to track your overall exposure, returns, and insights in one place.
We’ve received similar suggestions in the past, but at the moment, there aren’t any updates to share when it comes to implementing such an option.
I like this idea, always bugged me jumping through accounts, but this makes a lot of sense.
I asked for this like 5 years ago, linked below. Don’t like our chances of it coming any time soon. Seems like such an obvious thing to implement.
It would be nice to see at least a small icon on the top of the page showing which account I am in when I am about to buy/sell a stock. Context: in the web app, click on the search box → takes you to a very different view where the account selector (normally on the top left) is not shown. Since some stocks can only be traded in the Invest account, but not in ISA, I do have to switch back-and-forth rather often, and I am never sure which account I am in.
I’ve just joined and started investing. This is the first negative impression I got of the UI - having to swap between the 3 dashboards is a pain to say the least.
It needs a main dashboard with all 3 , Cash, Invest and Stocks overview on 1 page.