Zurich Stocks and Shares ISA

Help and support

Payments - How do I...

Change my fund

You can arrange to change your fund online in a few steps:

  • Sign in to get to your Dashboard
  • Go to your ‘Zurich Stocks and Shares ISA’ section
  • Click on the link ‘Details’ to find the ‘Change your fund’ link at the bottom of the page
  • That’s it – you can now change your fund.

Ready to start?

Change your fund

Set up regular payments

You can set up regular payments online in a few steps:

  • Sign in to get to your Dashboard
  • Go to your ‘Zurich Stocks and Shares ISA’ section
  • Click on the link ‘Details’ to find ‘Set up regular payments’ link at the bottom of the page
  • That’s it – you can now set up regular payments.

Before you start

Have your bank account details handy! And remember, you can pay in up to £15,240 (tax year 2016-17) into a stocks and shares ISA, a cash ISA or both.

Ready to start?

Set up regular payments

Make a one-off payment

You can make a one-off payment online in a few steps:

  • Sign in to get to your Dashboard
  • Go to your ‘Zurich Stocks and Shares ISA’ section
  • Click on the link ‘Details’ to find ‘Make a one-off payment’ link at the bottom of the page
  • That’s it – you can now make a one-off payment.

Top tip!

Remember, you can pay in up to £15,240 (tax year 2016-17) into a stocks and shares ISA, a cash ISA or both.

Ready to start?

Make a one-off payment

Change my regular payments

You can change your regular payments online in a few steps:

  • Sign in to get to your Dashboard
  • Go to your ‘Zurich Stocks and Shares ISA’ section
  • Click on the link ‘Details’ to find ‘Change your regular payments’ link at the bottom of the page
  • That’s it – you can now change you regular payments.

Top tip!

Remember, you can pay in up to £15,240 (tax year 2016-17) into a stocks and shares ISA, a cash ISA or both.

Ready to start?

Change your regular payments

Withdrawals - How do I...

Set up regular withdrawals

You can set up regular withdrawals online in a few steps:

  • Sign in to get to your Dashboard
  • Go to your ‘Zurich Stocks and Shares ISA’ section
  • Click on the link ‘Details’ to find ‘Set up regular withdrawals’ link at the bottom of the page
  • That’s it – you can now set up your regular withdrawals.

Top tip!

You can take money out and pay it back in within the same tax year without it affecting your ISA allowance.

Ready to start?

Set up regular withdrawals

Change my regular withdrawals

You can change your regular withdrawals online in a few steps:

  • Sign in to get to your Dashboard
  • Go to your ‘Zurich Stocks and Shares ISA’ section
  • Click on the link ‘Details’ to find ‘Change your regular withdrawals’ link at the bottom of the page
  • That’s it – you can now change your regular withdrawals.

Top tip!

You can take money out and pay it back in within the same tax year without it affecting your ISA allowance.

Ready to start?

Change your regular withdrawals

Make a one-off withdrawal

You can change make a one-off withdrawal online in a few steps:

  • Sign in to get to your Dashboard
  • Go to your ‘Zurich Stocks and Shares ISA’ section
  • Click on the link ‘Details’ to find ‘Make a one-off withdrawal’ link at the bottom of the page
  • That’s it – you can now arrange to make a one-off withdrawal.

Top tip!

You can take money out and pay it back in within the same tax year without it affecting your ISA allowance.

Ready to start?

Make a one-off withdrawal

Transfers - How do I...

Transfer in another  ISA

To transfer an existing ISA into your Zurich Stocks and Shares ISA, simply complete and return the form

Scan the form and email to zurichportfolioteam@uk.zurich.com


to Zurich Portfolio Team, PO Box 1200, Bishops Cleeve, Cheltenham, GL50 9UP


Got a question?

Call: Zurich Portfolio Team on 0345 608 0014

Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays)

Transfer my Zurich Stocks and Shares ISA into another ISA

If you want to transfer your Zurich Stocks and Shares ISA into another ISA , you'll need to contact the ISA manager you want to transfer to.

Got a question?

Call: Zurich Portfolio Team on 0345 608 0014

Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays).

My details - How do I ...

Change my bank details

To change your bank details:

Call us on 0345 608 0014
Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays)

Change my contact details

Change your name

We may need to see some paperwork just to check you really have changed your name. Give us a call on the number below and we’ll let you know what we need.

Call us on 0345 608 0014
Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays).

Change your address

We’ll need to check it’s really you before we update your details, so give us a call.

Call us on 0345 608 0014
Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays).

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