Scottish Friendly - My Plans 2.5.3

The application process for an ISA or Junior ISA is streamlined, allowing users to complete it in under ten minutes. Users can easily monitor the total value of their My ISA and My Junior ISA accounts, enhancing their financial awareness.

Additionally, the platform enables the opening of new investment pots tailored to assist individuals in achieving their life goals. Users can readily access the performance metrics of their investment funds and have the flexibility to modify regular payments or add both single and recurring contributions.

Managing personal information is also straightforward; users can review and update their personal and bank details with ease. Furthermore, correspondence is readily accessible, and there is an option to invite family and friends to contribute to a child's Junior ISA, fostering a supportive savings environment.

To get started, users need to provide their My Plans username, password, date of birth, and a memorable word to log in. New customers have the opportunity to sign up directly within the app.

It is important to note that the current value of investment pots fluctuates daily and is not guaranteed. Values may vary above or below the amounts shown based on market movements.

Errors and omissions excepted.