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Wealthify Stocks & Shares ISA Cashback Offers & Discounts

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Wealthify Stocks & Shares ISA Offers		Cashback
New customers to Wealthify who make an initial deposit or transfer of £500 - £999 Capital at risk.		£20.00
New customers to Wealthify who make an initial deposit or transfer of £1,000 - £2,499 Capital at risk.		£50.00
New customers to Wealthify who make an initial deposit or transfer of £2,500 - £4,999 Capital at risk.		£100.00
New customers to Wealthify who make an initial deposit or transfer of £5,000 - £9,999 Capital at risk.		£225.00
New customers to Wealthify who make an initial deposit or transfer of £10,000 - £19,999 Capital at risk.		£250.00
New customers to Wealthify who make an initial deposit or transfer of £20,000 - £29,999 Capital at risk.		£515.00
New customers to Wealthify who make an initial deposit or transfer of £30,000 - £39,999 Capital at risk.		£600.00
New customers to Wealthify who make an initial deposit or transfer of £40,000 - £49,999 Capital at risk.		£700.00
New customers to Wealthify who make an initial deposit or transfer of £50,000 - £99,999 Capital at risk.		£800.00
New customers to Wealthify who make an initial deposit or transfer of £100,000+ Capital at risk.		£1,000.00

Terms & Conditions

How does it work?
- Cashback will be paid within 240 days of funding your plan.
- The total cashback will be calculated based on the sum of all investments held on the final day of the calendar month 6 months after the first investment reaches your Wealthify Plan.
What will stop me getting cashback?
- Cashback will not be paid in conjunction with any other offer, voucher or discount code unless listed on this page or approved by Wealthify.
- Cashback will only be paid to new Wealthify customers who are over the age of 18 and UK tax residents. It will not be paid if you are or have already been a customer of Wealthify.
- Only one account per person. In the event of multiple Wealthify accounts being opened all cashback will be invalidated and not paid out.
- Using a promotional/voucher code not posted and approved by TopCashback.
What else is essential?
- Only the first funded Plan will qualify for cashback.
- Cashback is paid by TopCashback, not Wealthify. Please can all cashback queries be raised with the TopCashback claims team.
- Cashback will not be paid by TopCashback if the offer has been withdrawn by Wealthify. Wealthify reserve the right to withdraw the offer at any time without notice. Cashback sums may vary.
- Investing with Wealthify is subject to a suitability assessment and no guarantee is made towards accepting you as a customer. Standard investment and management fees apply.
- Make sure you have third party cookie tracking enabled and you allow the confirmation page to fully load before closing the window.
- The Cashback is offered through the TopCashback website and is subject to their standard terms and conditions.
- The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
- Wealthify reserve the right to cancel your Wealthify account and decline your cashback should there be a reasonable basis for suspecting fraud or that you are abusing the terms of the cashback promotion.
- You must fund a Plan within 180 days of opening your Wealthify account.
- This merchant calculates cashback excluding VAT, delivery and any other charges.
Good to know
- TopCashback Limited is an introducer appointed representative of Wealthify Limited which is authorised and regulated by the Financial Conduct Authority
What to do when
- TopCashback will make all reasonable endeavours to secure the payment of commission on a transaction, but TopCashback do not and cannot make any guarantee in this regard.
- A "Missing Cashback" query must be submitted within 100 days of the transaction, if the transaction does not track automatically.

Please note the terms & conditions above are in addition to our general terms & conditions

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Reviews

Wealthify makes it easy for anyone to invest and create their future wealth. Backed by Aviva, open one of our award-winning stocks and shares ISAs, and start experiencing jargon-free, low- cost investing today. Your money won't be locked away, can be withdrawn without penalty — and you won't have to pay capital gains or income tax on it as it grows! Track your investments 24/7, with a beautifully designed app and online dashboard that lets you see your investments wherever you are.

Ranging from Cautious to Adventurous, choose from five investment styles based on what's right for you. Driven by an industry-leading investing and customer experience, we've won numerous awards, including Boring Money 2023's Best Buy ISA; Best Buy Junior ISA; and Best for Beginners. We are authorised and regulated by the Financial Conduct Authority, and our customers’ money can be covered by the Financial Services Compensation Scheme (FSCS) up to £85,000.

As with all investing, your money is at risk. The value of your portfolio can go down as well as up and you could get back less than you put in. The tax treatment of your investment will depend on your individual circumstances and may change in the future. You should seek financial advice if you are unsure about investing.

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Wealthify Stocks & Shares ISA Cashback Offers & Discounts

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Wealthify Stocks & Shares ISA Offers