Our investors are able to manage their investments with us
through our online service, myThreadneedle. It provides instant
password protected access to your investments with us, 24 hours a
day, at a time convenient for you.
- 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 myThreadneedle if you are a
direct customer (i.e. you don't transact via a financial
- View your transaction history - providing details of the
transactions you have made.
- 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 as well as viewing
it by product or asset class.
- Compare our funds - within the Fund Selector section you are
able to compare up to 10 different Columbia Threadneedle
- 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
Creating an Account
Setting up your account is quick and easy to do.
You can register
Even if you don't have any investments at the moment, you can
Activating your account
To link your current investments with us to your myThreadneedle
account you will need an activation code which you can request by
calling us on 0800 953 0134* (Monday to Friday, 8am - 6pm).
Once you have received your activation code, to activate your
account you will also need your client reference number which can
be found on recent correspondence from us.
myInvestments iPad app
Once registered for myThreadneedle, you can download the
myInvestments 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 cannont make transactions on
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
Yes. When you create your account we will ask you to set a password, memorable place and memorable date, which you will need in order to login and when making transactions.
To request an Activation Code, please contact us on 0800 953 0134* (Monday to Friday, 8am – 6pm).
No, once your account has been activated you will just need to use the email address you registered with along with the password you created.
If you are a direct customer of ours, once you have created and activated your account you can make a new investment, top-up an existing investment, switch or sell holdings in investments.
No. Columbia Threadneedle does not provide financial advice so you will not be able to get investment advice on myThreadneedle.
If you are unsure about any aspects of your investment you should speak to a financial adviser. For details of one in your area please go to www.unbiased.co.uk or http://www.thepfs.org/yourmoney/find-an-adviser/. Please note that Columbia Threadneedle does not endorse either of these websites or the advisers found on it.
If you have any other questions about myThreadneedle, please contact us on 0800 953 0134* (Monday to Friday, 8am – 6pm).
*Calls may be recorded