Prudential ISA Mobile

Prudential ISA Mobile

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Logo of Prudential ISA Mobile

Prudential ISA Mobile: Professional Portfolio Management at Your Fingertips

Securely monitor your up-to-date valuations, track your remaining tax allowance, and gain clear insights into your investment performance from anywhere.

Download on App Store

Publisher

Link Fund Solutions Limited

Category

Finance

Downloads

1K+

User Rating

2.0/5

Total Ratings

0

Locales

-

Clarity for Your Investments

Discover the interface used by 1K+ users.

Prudential ISA Mobile App banner displaying account valuation and investment fund details

Prudential ISA Mobile App banner displaying account valuation and investment fund details

Secure login screen for the Prudential ISA Mobile app with username and password fields

Secure login screen for the Prudential ISA Mobile app with username and password fields

Home screen of the Prudential ISA Mobile app displaying account valuation and remaining tax allowance

Home screen of the Prudential ISA Mobile app displaying account valuation and remaining tax allowance

Graph showing portfolio valuation history in the Prudential ISA Mobile app

Graph showing portfolio valuation history in the Prudential ISA Mobile app

A screenshot showing the transaction history screen of the Prudential ISA Mobile app with fund management charges.

A screenshot showing the transaction history screen of the Prudential ISA Mobile app with fund management charges.

Interface of the Prudential ISA Mobile app displaying a list of unread investment documents and confirmation letters

Interface of the Prudential ISA Mobile app displaying a list of unread investment documents and confirmation letters

Take Full Control of Your ISA Portfolio

The tools that make this app stand out, trusted by 1K+ users.

📊

Real-Time Portfolio Tracking

Access up-to-date valuations and graphical performance views to monitor your wealth's growth at a glance.

📅

Maximize Your Tax Allowance

Instantly view your remaining ISA allowance for the current tax year to ensure you are optimizing your tax-free savings.

📄

Secure Document Management

View and download your statements and contract notes securely, keeping your financial records organized and accessible.

About the app

Everything you need to know about Prudential ISA Mobile.

Description

From the Home screen you'll be able to see an up-to-date valuation of your ISA, a breakdown of your holdings and your remaining ISA allowance in the current tax year. From here you'll also be able to access; Graphical view of your holdings View current and historic performance and valuations. Transactions View recent and historic transactions on your ISA. Documents View your documents, such as statements and contract notes. My details View the details we hold for you. Contact details View the details of your Financial Adviser, if you have one, and how to contact us if you need to. To use this app, you'll have to be an existing Prudential ISA investor and you must have completed registration for the Prudential ISA Online Services. If you’ve not yet registered for the Prudential ISA Online Services, you can do so by; - accessing the Register option from the login screen of the mobile app once you've downloaded it - ask your Financial Adviser to invite you to register If you don’t have a Prudential ISA, you will need to use the services of a Financial Adviser to set one up. The Mobile app allows you to view your ISA on the go. Our desktop site also allows you to view your Prudential ISA as well as carry out certain transactions yourself, such as adding money to or withdrawing money from your Prudential ISA. We strongly recommend you speak to your / a Financial Adviser before carrying out any online transactions yourself. You can access our desktop site at https://pruisa.waystone.com/auth/login. The Prudential ISA is provided by Waystone Financial Investments Limited (WFIL), who are the ISA Plan Manager. Waystone Financial Investments Limited is responsible for all regulatory and legal aspects of the ISA and the provision of all customer services. Waystone Financial Investments Limited also provide and maintain this mobile app. Waystone Financial Investments Limited (WFIL) is authorised and regulated by the Financial Conduct Authority. Registered Office: 3rd Floor Central Square, 29 Wellington Street, Leeds, United Kingdom, LS1 4DL. Telephone 0344 335 8936. Calls may be monitored and/or recorded to protect both you and us and help with or training. Registered in England and Wales with registered no. 02823982 For full details of the Prudential ISA, the products involved, product literature and applicable risks visit https://www.fundsolutions.net/investor-information/waystone-financial-investments-limited-wfi-policies-and-information/ If you need any support with the app contact us on 0344 335 8936 or email prudential@waystone.com. Opening Times: Monday to Friday 08:30 – 17:30 excluding bank holidays.

Latest Version

2.0.5

Size

117.5 MB

First Released

Dec 7, 2021

Take Command of Your Investments with the Prudential ISA App

Stay connected to your portfolio. Access real-time valuations, track your tax-year allowance, and view your performance history with the security you expect from a legacy leader.

Download on App Store

App information, icons, screenshots, and descriptions displayed on this page are sourced from the Apple App Store and are the property of their respective developers. Download estimates and rankings are based on MWM's proprietary models and may not reflect actual figures. This page is provided for informational and analytical purposes only.

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