Investing with us

myColumbiaThreadneedle

Manage your Threadneedle OEIC investments with us and access educational material online, 24 hours a day.

Access educational materials and manage your investments with us through our online service, myColumbiaThreadneedle​. It provides instant password protected access to your investments with us, 24 hours a day, at a time convenient for you.

Overview

Make a transaction

Make a new investment, top-up an existing investment, redeem or switch your holdings to another fund. Please note that you can only transact on myColumbiaThreadneedle​ if you are a direct customer (i.e. you don't invest via a financial adviser).
1

View your transaction history

Providing details of the transactions you have made.
2

Check the value of your investments

Access the latest value of your holdings in the My Investments section. View your valuation over different time periods as a total valuation.
3

Compare our funds

Within the Fund Selector section you are able to compare up to 10 different Threadneedle funds.
4

Plan for an investment goal

No matter what your investment goals are, My Plans enables you to create investment plans to see how much you should consider investing in order to achieve them.
5

Access educational material

From our glossary of financial terms to short animated videos on capital preservation, income and real-returns, our knowledge centre hosts an array of materials to help you to learn about financial products alongside the risk and rewards of investing.
6

Get started

Creating an account is quick and easy to do


Even if you don’t have any investments at the moment, you can register and still access our educational materials.

Linking existing investments

If you already have investments with us, you can link them to your myColumbiaThreadneedle​ account. To do this, please contact our client service team on 0800 953 0134* (Monday to Friday, 8am-6pm) and we will provide you with a secure activation code.
Once you have your activation code, please follow these simple steps below:

  1. Go to www.mycolumbiathreadneedle.com
  2. Click on Register now and enter your email address and create a password, memorable place and memorable date, and confirm you have read and agreed to the terms and conditions
  3. Click Have your code? Link investments now
  1. Enter your secure activation code (previously provided over the phone) and your client reference number (a 10 digit number that can be found on correspondence you have received from us i.e. a recent statement)
  2. Click Next. You have now created your account. You will not need to use the activation code again. Next you want to access your account, please enter your email address and password in the login area on the homepage.

* Calls may be recorded

A young girl uses a tablet

myColumbiaThreadneedle iPad app

Once registered for myColumbiaThreadneedle​, you can download the myColumbiaThreadneedle​ app to view your portfolio of investments with us whenever you like.

 

You can view your portfolio as a whole or by account (e.g. ISA, JISA or General Investment Account) and see how your portfolio has performed over time. In addition, you can also view the transactions you have made on your portfolio, including new investments, transfers and withdrawals.

 

Please note: you cannot make transactions on the app.

Fraud Prevention

Your security is very important to us
We have a number of controls in place which are designed to protect our clients from fraud. These include information we will obtain from you when you register for the service, which will be used to identify you when you make transactions or change your details.

Frequently Asked Questions

Click here to find our full list of Frequently Asked Questions.
How can I access myColumbiaThreadneedle​?
Is the site secure?​
How do I get an activation code?​
Do I have to use my activation code every time I login?​
What transactions can I make on myColumbiaThreadneedle?​
Can I get investment advice through myColumbiaThreadneedle​?
Who do I contact for further information?​

PDF

PDF

myColumbiaThreadneedle Terms & Conditions

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Login / Register

Access our latest educational materials, explore our fund range and/or make an investment. Get started by signing up or registering here.

myColumbiaThreadneedle

Access educational materials and manage your investments with us through our online service, myColumbiaThreadneedle​. It provides instant password protected access to your investments with us, 24 hours a day, at a time convenient for you.

Types of investment

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.