Wealthify Stocks & Shares ISA Cashback Offers & Discounts

Get up to £1,000 of the price back with our Wealthify Stocks & Shares ISA cashback offers

Sign up for free and just shop with Wealthify Stocks & Shares ISA as normal. Our average member earns over £300 cashback a year.

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How does cashback work?
Will it cost me anything?
When will I actually get my cashback?
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How much cashback can you get?

Wealthify Stocks & Shares ISA Cashback

For new customers to Wealthify who make an initial deposit or transfer of £500 - £999.99. T&Cs apply. Capital at risk.
Exclusive
£5
For new customers to Wealthify who make an initial deposit or transfer of £1000 - £2499.99. T&Cs apply. Capital at risk.
£30
For new customers to Wealthify who make an initial deposit or transfer of £2500 - £4999.99. T&Cs apply. Capital at risk.
£75
For new customers to Wealthify who make an initial deposit or transfer of £5000 - £9999.99. T&Cs apply. Capital at risk.
£150
For new customers to Wealthify who make an initial deposit or transfer of £10,000 - £19,999.99 T&Cs apply. Capital at risk.
£250
For new customers to Wealthify who make an initial deposit or transfer of £20,000 - £29,999.99 T&Cs apply. Capital at risk.
Exclusive
£500
For new customers to Wealthify who make an initial deposit or transfer of £30,000 - £39,999.99 T&Cs apply. Capital at risk.
Exclusive
£600
For new customers to Wealthify who make an initial deposit or transfer of £40,000 - £49,999.99 T&Cs apply. Capital at risk.
Exclusive
£700
For new customers to Wealthify who make an initial deposit or transfer of £50,000 - £99,999.99 T&Cs apply. Capital at risk.
£800
For new customers to Wealthify who make an initial deposit or transfer of £100,000+ T&Cs apply. Capital at risk.
Exclusive
£1,000

Wealthify Stocks & Shares ISA

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 Your money won't be locked away, can be withdrawn without penalty — and you won't have to pay capital gains or income tax on it as it grows!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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Cashback terms and exclusions

What will stop me getting cashback?
  • 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 the first funded Plan will qualify for cashback.
  • Only one Account per person. In the event of multiple Wealthify Accounts being opened all cashback will be invalidated and not paid out.
  • Cashback is not available for employees and their immediate families of Wealthify, Winterflood Securities Limited or Embark.
  • 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 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.
  • Using a promotional/voucher code not posted and approved by TopCashback.
What else is essential?
  • You must fund a new ISA, Junior ISA, GIA or SIPP (Pensions) Plan within 180 days of opening your Wealthify Account. ‘Account’ means your Wealthify account made up of your personal data, your Plans (including Junior ISA Plans for which you are the registered contact) and Wealthify Messages.
  • 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.
  • Cashback will be paid within 240 days of funding your plan.
  • 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.
  • If you transfer an existing investment to Wealthify, we will not be responsible for paying any exit fees that may be charged by your current provider. It’s worth finding out if your existing provider charges exit fees, as these could limit the financial benefit of changing provider.
  • You should understand the different fees and charges before making any transfers, checking that everything makes financial sense for you.
  • We are unable to accept any pensions that you’re taking an income from or any pensions with defined benefits or guarantees. For other pensions, you should also consider whether you may lose any other valuable features if you transfer, such as loyalty bonuses.
  • 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. For details of our latest fees and investment costs, see the Wealthify fees page.
  • The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  • The Cashback is offered through the TopCashback website and is subject to their standard terms and conditions.
  • Cashback is paid by TopCashback and not Wealthify. Should you have questions regarding your cashback please contact TopCashback and not Wealthify.
  • Make sure you have third party cookie tracking enabled and you allow the confirmation page to fully load before closing the window.
  • We will make all reasonable endeavours to secure the payment of commission on a transaction but we do not and cannot make any guarantee in this regard.
  • 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
  • A "Missing Cashback" query must be submitted within 100 days of the transaction, if the transaction does not track automatically.

See also our general terms & conditions.

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