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Frequently asked questions

Smarterly
Will Smarterly send me a tax statement?
Smarterly
Why doesnt Smarterly provide star ratings or best buys?
Smarterly
Why does Smarterly need my National Insurance number?
Smarterly
Why do the Smarterly comparison tables show portfolios as well as individual funds?
Smarterly
Why do Smarterly not charge for Junior ISAs?
Smarterly
Why didnt smartercare tell me my investments have been performing badly compared to other funds?
Smarterly
Why didnt smartercare tell me earlier that my investment isnt going to hit its target?
Smarterly
Why didnt smartercare tell me an investment with slightly lower charges is available?
Smarterly
Why didnt smartercare tell me an investment with slightly higher projected returns is available?
Smarterly
Where is the money in my ISA invested?
Smarterly
When can I access my money?
Smarterly
What is the link between risk and projected return?
Smarterly
What is the difference between isas and nisas?
Smarterly
What is the difference between a fund and a portfolio?
Smarterly
What is diversification?
Smarterly
What is an ISA?
Smarterly
What is a total expense ratio?
Smarterly
What is a dilution levy?
Smarterly
What is a bid offer spread?
Smarterly
What happens when I invest through Smarterly?
Smarterly
What happens to the dividends on shares when I invest in a fund?
Smarterly
What discounts do I get for large investments?
Smarterly
What are the trading costs of investing in funds?
Smarterly
What are the total investment costs incurred by funds?
Smarterly
What are the risks of investing?
Smarterly
What are all these different types of investments?
Smarterly
What are all the different types of charges on investments?
Smarterly
Useful links?
MAS
Understanding investment fees
MAS
Top tips for choosing investments
MAS
Tax on savings and investments – why it matters
MAS
Stocks and shares ISAs
Smarterly
Smartercare has sent me an alert what should I do?
Smarterly
Smartercare has sent me an alert but I dont want to change anything is this ok?
MAS
Should you save, or pay off loans and cards?
MAS
Should I save or invest my money?
MAS
Saving money for a wedding
MAS
Saving money for a mortgage deposit
MAS
Saving money for a holiday
MAS
Saving money for a car
MAS
Review your savings and investments
MAS
Making an investment plan
MAS
Know your risk appetite
MAS
ISAs and other tax-efficient ways to save or invest
Smarterly
Is Smarterly the only company to provide an ISA invested in more than one fund manager?
Smarterly
Is it best to invest in a portfolio of funds or an individual fund?
Smarterly
Is bad case the same as worst case?
MAS
Investing – beginner’s guide
MAS
Investing a lump sum
MAS
How to spot an investment scam
Smarterly
How should i choose my investments?
Smarterly
How secure is the Smarterly website?
Smarterly
How much tax do I pay on an ISA?
Smarterly
How much risk should I take?
Smarterly
How much is my ISA allowance?
Smarterly
How frequent are statements?
Smarterly
How does transferring an investment to Smarterly work?
Smarterly
How does Smarterly tell a friend work?
Smarterly
How does Smarterly make money?
Smarterly
How does Smarterly calculate projected returns?
Smarterly
How does investing in funds work?
Smarterly
How do I complain to Smarterly?
Smarterly
How do big financial services companies invest their money?
Smarterly
How can Smarterly provide an isa invested in more than one fund manager?
Smarterly
How are the portfolios in the comparison tables selected?
Smarterly
How are investments taxed?
MAS
Getting more informed about investing
Smarterly
Does Smarterly support joint investments?
Smarterly
Does Smarterly put the investments that pay the most commission at the top of the comparison tables?
Smarterly
Does Smarterly provide advice?
Smarterly
Does Smarterly offer Stocks and Shares ISAs or Cash ISAs?
Smarterly
Does Smarterly cover all possible investments?
Smarterly
Does Smarterly base projected returns on past performance?
MAS
Diversifying – the smart way to save and invest
MAS
Complete a money fact find
MAS
Cash ISAs
Smarterly
All about Junior ISAs and Child Trust Funds?
Smarterly
All about ISAs
Smarterly
All about general investments?
MAS
A beginner’s guide to scams

Useful information

All about ISAs

ISAs are a very popular way to invest because you do not pay any tax on your investment's income or gains...

How are the portfolios in the comparison tables selected?

The SmarterMix portfolios in our comparison table are selected by a mathematical alg...

What is diversification?

Diversification is the common sense principle of not putting all your eggs in one ba...

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