Open Account - Edale Wealth Hub

Personal Details

Contact & Address

Account Type

Financial Info

Review & Submit

Personal Details

We need a few basic details to get started.

Title

First Name Please enter your first name.

Last Name Please enter your last name.

Date of Birth You must be 18 or over. Please enter a valid date of birth (must be 18+).

Nationality

Invitation / Membership Code

If you received an invitation, enter the code to join as a guest of your adviser.

Joining Edale Wealth Hub: £175 to start (inc. VAT)

Full access to Edale's financial planning tools, client portal, adviser support and market-data platform. Your joining cost is a one-off activation fee of £75 plus your first year's membership of £100 per annum. No payment is taken now — once your account is set up you'll complete it securely by card (via Stripe) from your client portal. All fees are shown inclusive of VAT.

Contact & Address

How can we reach you, and where do you live?

Email Address Please enter a valid email address.

Phone Number Please enter a valid phone number.

Address Line 1 Please enter your address.

Address Line 2

City Please enter your city.

Postcode Please enter your postcode.

Country of Residence

Secure Card Payment — In Your Portal

No payment is taken with this application. Once your account is set up, you'll complete your joining cost — a one-off £75 activation fee plus £100 first-year membership (£175 total, inc. VAT) — securely by card from your client portal. We use Stripe, so your card details are never stored on our servers.

Secured by Stripe PCI DSS Compliant

Choose Account Type

Select one or more accounts that suit your investment goals.

Individual Cash

Standard account for individual investors

Margin Account

Trade with leverage and short selling

Stocks & Shares ISA

Tax-efficient investing up to £20,000/year

SIPP

Self-invested personal pension

Corporate

For limited companies & institutions

Joint Account

Shared account for two account holders

Financial Information

Regulatory requirements mean we need to understand your financial situation and investment experience.

Employment Status

Annual Income

Approximate Net Worth

Investment Experience

Risk Tolerance

Intended Initial Deposit

Tax Reference & Residency

Required for regulatory and tax reporting compliance. All information is held securely and used only for your account management.

National Insurance / UK Tax Reference Number Your NI number or UK Unique Taxpayer Reference (UTR).

Other Tax Residencies

Add any countries (other than the UK) where you are tax-resident. Required for CRS/FATCA compliance.

Individual Taxpayer Identification Numbers (ITIN / Foreign TIN)

Enter all ITINs or foreign Tax Identification Numbers that apply to you (e.g. US ITIN, EIN). You may add as many as needed.

Review & Submit

Please review your details, agree to the terms, and submit your application.

Summary will appear here once previous steps are complete.

I have read and agree to the Terms of Service and Privacy Policy. * I have read and understood the Risk Disclosure. I understand that trading in financial instruments carries a high level of risk and may not be suitable for all investors. * I confirm that all information I have provided is true, accurate and complete to the best of my knowledge. * I would like to receive market insights, product updates and promotional communications from Edale. You can unsubscribe at any time.

Application Received!

Thank you for applying to open an account with Edale. A confirmation email has been sent to your address.

Reference number:

Open Your Account

Personal Details

Contact & Address

Choose Account Type

Financial Information

Tax Reference & Residency

Review & Submit

Application Received!