My Account FAQs

In order to help you with your investment this section has the answers to some of the most common questions we get asked.

My Account

Can I manage my investments online?

Yes. You can sign up for, or login to My Account, our secure online account management service. You'll need to have a valid customer reference number to register for this service (this can be found on the top of any letters or statements). If you have more than one customer reference it doesn't matter which one you use.

How do I register for my account?

To register for ‘My Account’, please use the following link: Register 

You will need a valid customer reference number to register, which can be found on the top of any letters or statements.

What is the password criteria?

Your online password must be a minimum of 8 characters, contain at least one letter and one number and be different from your User ID.

I've forgotten my Login ID - how do I obtain this?

You can phone the Legal & General's Web Support Team on the number below, who may ask you to answer some security questions.

0345 073 0785
08.30 to 18.00, Monday to Friday. We record and monitor calls. Call charges will vary.

Where can I view my Investment Customer Number online?

Your customer number can be found on your ‘My Account’ home page, your ‘Investments Overview’ page, on your annual statements and  on our client-specific correspondence. If you are having a problem finding your number, then we would be happy to help if you call us on:

0370 050 0955

08.30 to 18.00, Monday to Friday. We record and monitor calls. Call charges will vary.

Your website doesn't accept my password or Login ID

For any technical difficulties please call Legal & General's Web Support Team on:

0345 073 0785

08.30 to 18.00, Monday to Friday. We record and monitor calls. Call charges will vary.

How secure is ‘My Account’?

Legal & General takes data security very seriously. We are committed to ensuring that your information is kept safe and will take all reasonable steps necessary to keep your information on our website secure. We need your help to maintain a high level of security and recommend that you download the latest browser (such as Internet Explorer, Google Chrome, Mozilla Firefox) and ensure that 128 bit SSL encryption is turned on. 

To find out more about the security set up for ‘My Account’, visit http://www.legalandgeneral.com/security/

How to protect yourself:

Do not pass on your password to another user of your computer or write it down.

Do not pass on any details over the phone to a third party caller.

Make sure that you always close your browser when you have completed your session.

Remember:

Legal & General will never send emails to you that ask for confidential or security information. If you receive such an email you should delete it immediately without responding and call us on 0800 096 6959 (08.30 to 18.00, Monday to Friday. We record and monitor calls. Call charges will vary)

Legal & General will never call you and use an account number to identify you or prove that the call is genuine.

Legal & General would never call, text, or send links and attachments over email asking to ‘remote connect’ to your computer.

We’ll never call, text, or send links and attachments over email asking you to provide your full password.

How do I update my address or personal details?

The simplest and quickest way to do this would be to login to ' My Account '. Go to the ‘Edit Details’ tab on the ‘Home page’ and then click on the area that you want to change

Or you can call us on:

0370 050 0955
08.30 to 18.00, Monday to Friday. We record and monitor calls. Call charges will vary.

I need to update my monthly direct debit. Can I do this online?

I need to update my monthly direct debit. Can I do this online?

You cannot currently do this online through ‘My Account’, but we are working to develop this functionality. You are able to view your investment and set up a new direct debit online from the ‘Investment Overview’ page. In the meantime you can update your direct debit details by the following methods:

By phone:

0370 050 0955
08.30 to 18.00, Monday to Friday. We record and monitor calls. Call charges will vary.

By post: (send letter including full client details and signature)

Legal & General Investment Management
PO Box 6080
Wolverhampton
WV1 9RB

Can I view my investment transaction history and statement information online?

You can do this conveniently by logging in to your ‘My Account’, and choosing the Investment option. This will take you to the ‘Investments Overview’ page, where you will have instant access to your transaction history and documentation.

Which holdings can/can't I view online?

You can currently view your Individual Savings Accounts (ISAs), Unit Trust/OEIC holdings and Structured Products via ' My Account ' and in due course there will be further enhancements.

Can I top-up my investment online?

Yes, this service is available through ' My Account '.

How do I buy/sell/switch funds?

To buy, top-up, sell or switch funds via ' My Account ', please log into your account and choose Investments, this will take you to the ‘Investment Overview’ page. You will be able to select the 'Invest, ‘top- up ’, ‘Sell' or 'Switch' option. Please complete the online steps; we'll then complete your instruction at the next dealing opportunity at the price calculated after receiving the instruction.

How can I get financial advice?

If you require financial advice we recommend that you speak to your financial adviser. Alternatively, you can visit www.unbiased.co.uk to find a local Independent Financial Adviser (IFA).

Going paperless

What will be the advantage of moving to paperless documentation?

You would be able to reduce the amount of paperwork and clutter around your home and also be able to access your latest documentation online, outside of office hours and in a secure environment.

I’d like to stop receiving statements etc through the post. How do I stop this?

You can register to ‘go paperless’ and receive your documents online by logging in to ‘My Account’  and updating your preference under  ‘My Document Preference’. You can change your preference any time you like.

If I sign up to paperless documentation will I still be able to speak with someone if I have a question about my investment?

Yes, you will still be able to contact Legal & General Investments’ Customer Service Centre today or in the future on the number below.

0370 050 0955
08.30 to 18.00, Monday to Friday. We record and monitor calls. Call charges will vary.

What documents will be available for me to download or print if I register to ‘go paperless’?

You will be able to view and print your Annual Statements, Contract Notes, Tax Vouchers and Consolidated Contract Notes. We are working to continuously improve our service to our customers so please check back to ' My Account ' regularly to see what else is available.

If I sign up to ‘go paperless’, what documents will I no longer receive by post?

You will no longer receive your Annual Statements, Contract Notes, Tax Vouchers and Consolidated Contract Notes through the post. All other forms of communication will continue to be sent by post.

If I sign up to ‘go paperless’ today, when will I stop receiving documents by post?

The change will take effect immediately, however any paper documents that have already been processed for mailing cannot be stopped, therefore you may still receive paper documents for a further short period of time.

If you have an adviser

I manage my investments through an adviser, can I still sign up to ‘My Account’?

Yes. You can still sign up to 'My Account' and use this service to manage your investments.

If I buy some investments through ‘My Account’, would I still be able to get advice from my financial adviser about the product?

You will still be able to get advice from your financial adviser whether you buy, sell or switch your investments through 'My Account' or not.

Will my adviser have access to my personal account details on ‘My Account’?

No, each account is securely protected and personal to each individual customer.

Do I need to notify my financial adviser if I buy, sell or switch my investments through ‘My Account’?

No. You are under no obligation to tell your adviser that you have a personal online account.

Risks:

Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.