Typetalk: 18001 0808 156 6000
Lines are open: Mon to Fri 7.30am-9.00pm and Sat 9.00am-3.00pm (excluding public holidays). Calls may be recorded
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Are you an existing Direct Trader client?
To open an additional account please login to your account and go to Account Maintenance>Upgrades
Are you a US Citizen or resident in the US for tax purposes?
If you wish to begin trading straight away, you should select to receive your passwords by email.
For employees of financial services firms who are obligated to submit copy contracts notes, please provide us with the following details:
How would you like to fund your account?
Because you have lived at your address for less than three years, we need you to provide us with your previous address details in the fields below.
Please provide your mailing address postcode and click the Find Address button.
To help us make a fair assessment of your application please enter your employment details.
To help in fraud prevention, we carry out a verification check using your debit card.
Please provide us with your debit card details to allow this check to be carried out.
Note no funds will be taken from this card.
Accepted cards: Maestro/Switch or Visa Debit. Note, the card must be a debit card from a valid UK bank account, held by you in your own name.
To fund your account on a monthly basis, you will need to set up a Direct Debit.
In order to pay your administration fees by Direct Debit you need to confirm the following:
You have selected to settle trades by Direct Debit.
Direct Debits can now be set up online. All the normal Direct Debit safeguards and guarantees apply. In the event of an error, you are entitled to an immediate refund from your bank or building society. You have the right to cancel your Direct Debit instruction at any time simply by writing to your bank or building society with a copy to us.
Please confirm your details
The company name that will appear on your bank statement against the Direct Debit is The Royal Bank of Scotland.
This Guarantee is offered by all banks and building societies that accept instructions to pay Direct Debits.
If there are any changes to the amount, date or frequency of your Direct Debit The Royal Bank of Scotland will notify you 10 working days in advance of your account being debited or as otherwise agreed.
If you request The Royal Bank of Scotland to collect a payment, confirmation of the amount and date will be given to you at the time of the request.
If an error is made in the payment of your Direct Debit, by The Royal Bank of Scotland or your bank or building society, you are entitled to a full and immediate refund of the amount paid from your bank or building society
If you receive a refund you are not entitled to, you must pay it back when The Royal Bank of Scotland asks you to.
You can cancel a Direct Debit any time by simply contacting your bank or building society. Written confirmation may be required. Please also notify us.
If these details are correct please click the 'Continue' button
You can use this page to enter stocks/funds and the amounts you wish to invest. This can be completed once your account is open and you can make changes whenever you wish.
To choose a stock or fund, first click on the ‘Add’ button to see the stock selection box.
NWS would also like to keep you informed via the email address you may have provided earlier in this form.
We may obtain information about you from credit reference agencies and Group records to check your credit status and identity. The agencies will record our enquiries which may be seen by other companies who may make their own credit enquiries. This may affect your ability to obtain credit elsewhere in the near future. We may use credit scoring.
Your application will be assessed using credit reference agency records relating to anyone with whom you have a joint account or similar financial association. If this is a joint application and such a link does not already exist then one may be created now. These links will remain until you file a 'notice of disassociation' at the credit reference agencies
In order to prevent and detect fraud, the information provided in this application will be shared with fraud prevention agencies. If false or inaccurate information is provided and fraud is identified or suspected details will be recorded with these agencies to prevent fraud and money laundering.
If you hold a The Royal Bank of Scotland bank account we can perform an additional identity verification check, using your bank account details, if the debit card you have provided is not recognised by our system. Please complete the fields below.
We are now almost ready to process your application.
Before we begin this process we would like you to help us by letting us know how you became aware of Direct Trader from The Royal Bank of Scotland.
If you intend to retire immediately and take benefits from your TD SIPP, you will need to download, complete and return this Retirement Benefits form in addition to completing this online application. This form can also be found in the Useful Forms section of our website.
There is a Direct Trader SIPP administration fee that is charged twice a year for managing the SIPP account. You have the option to pay these fees via Direct Debit or from within the plan.
There are also other fees and charges applicable to your Direct Trader SIPP, which are only payable from within the plan. These can be viewed in our Rate Card.
Thank you. You have requested the following account:
Please review the information below and make any changes by clicking on Edit next to the relevant section.
For details of how RBS (and the Plan Manager for Self-Select ISA) will use your information, please look for the padlock symbol throughout the application and in the accompanying Terms and Conditions.
You have chosen Certificated trading with BACs settlement. While this account will enable you to trade stock on a T+10 settlement basis on phone or WEB this will be at higher commission rates than via the Share and Cash Management Account , which also offers more flexible settlement periods (quicker receipt of sale funds/longer purchase settlements). In addition with the Share and Cash Management Account you will never have to worry about lost or out of date certificates and a consolidated tax certificate detailing all dividend payments is produced for you each year.
If you feel the Share and Cash Management Account option is more suitable please alter your choice now. To proceed with opening a Certificated account please continue.
The Royal Bank of Scotland (and the Plan Manager for Self-Select ISA) may obtain information about you from credit reference agencies, fraud prevention agencies and RBS Group records to check your credit status and identity. The agencies will record our enquiries which may be seen by other companies who make their own credit enquiries. We may use credit scoring.
Your information may be linked to, and your application assessed using credit reference agency records relating to anyone with whom you have a joint account or similar financial association.
We will check your details with fraud prevention agencies.
If you provide false or inaccurate information and we suspect fraud, we will record this.
We and other organisations may use these records to:
If you want to receive details of those fraud prevention agencies from whom we obtain and with whom we record information about you, please phone/contact us at 0808 156 6000.
You have a legal right to these details.
By submitting this application you are agreeing that NWS and TD may use your information in the way described in this form (including the “Keeping you informed” section) and in the associated Terms and Conditions.
For details of how NatWest Stockbrokers Limited ("NWS") and TD Direct Investing (Europe) Limited ("TD") will use your information, please look for the padlock symbol below and in the accompanying Terms and Conditions or contact us on 0131 556 8555 or via Minicom on 0845 900 5960.
It is important that you read the following documents carefully before you open your account. Please save or print a copy of each document for future reference.
By clicking to continue I confirm I have saved and/or printed these documents