ISA Accounts - few things to add to make easier

💡 Feature suggestions & ideas
1

Hi,

As a new user to 212, here are my thoughts on what could be possibly made more clear for the end users:

  1. Under ISA depositing funds, having a tooltip mentioning the process for transferring existing ISA’s to Trading212. (Such as - contact isa@trading212.com if you wish to transfer past years ISA subscriptions.) + a warning stating only the current years subscription can be transferred via card/bank transfer. All prior years would need to submit an ISA transfer form.

  2. A place to view account numbers. I had to post a question on the forum to get access to my ISA Account number. If this has to happen for each ISA transfer, this must annoy the IT team maybe.

Hope this helps. I’m sure this is not a big thing to implement, but may help to reduce unnecessary emails.

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2

@trading212_team

I would have to agree with @adm , full account details of the ISA visible within app and desktop complete with additional feature of showing the annual allowance balance (currently in this tax year £20k) so easy to see remaining tax-free contributions that can be made.

Thanks

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3

ignore my additiinal point with regards the annual allowance balance reading part as after writing spotted that it is indeed visible under the Pie.

@trading212_team Please focus on @adm two original points.

Thanks

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4

Making the account information visible is in our To-do list already. :v:

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5

Awesome! thanks Tony!

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