Frequently Asked Questions


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  • Is The Big Exchange available to people outside of the UK?

    Unfortunately, not for the moment. The Big Exchange will be available to those with UK residency. You don’t have to be British, but you do have to live in the UK.

  • Can I invest on a regular monthly basis?

    Yes, you can set up a direct debit to save regularly into any of our accounts. You can decide to do this at the point of purchase when you are investing, or you can manage your direct debits in your profile section, and we will sort all the technical stuff.

  • What is the minimum I can invest on The Big Exchange?

    You can begin investing on The Big Exchange from £25 if you are setting up a regular monthly payment. If you are making a one-off payment the minimum is £100. We hope to make this even more accessible in the future.

  • How old do I need to be to open an Account?

    For most accounts there is a minimum age of 18 years old but for a Junior Investment Savings Account (JISA) you can invest under the watchful eye of a parent/guardian from any age.

  • Can I open an Account on behalf of my children?

    Yes, you can set up a Junior Investment Savings Account (JISA) for your child which you can learn more about here.

  • How many Accounts can I have open with The Big Exchange?

    If you would like, you can open up to one of each of our accounts: an ISA, General Investment Account (GIA) and/or a JISA. Find out more about which account is right for you here.

  • How do I reset my password?

    You can reset your password either by clicking on the forgotten password link or in the Update Personal Details section of your profile.

  • What if I’ve forgotten my username and password?

    If you have forgotten your username and/or password please click here.

  • What do I need to sign up?

    You don’t need much. Your name, email, National Insurance Number and proof of a UK address.

  • Do you have a mobile app?

    Our website is designed to adjust to different screen sizes but we have an app planned for the future. Our app will launch late in 2019.

  • Do you provide financial advice?

    No, we do not provide any advice. We’re here to make sure you have all of the information to make an informed decision about investing for yourself and for others, but we cannot give you personal recommendations based on your circumstances.

  • Can I pick stocks to invest in?

    On The Big Exchange you are investing in funds which experienced professionals have put together. Each invests in a collection of companies decided by the fund manager, who closely monitors each in terms of its positive impact and financial performance. So you won’t be picking your own stocks. You can, though, take a look at the top ten companies each fund holds.

  • If I need to get my money out of my The Big Exchange account is there a holding period?

    There are no restrictions. Your money is not locked in and if you need it out, you can get it out. It may take a couple of days to get the money into your bank account due to the time it takes to sell the investments and transfer your money. Remember, though: investing is for the long term, which means at least three years, ideally longer. Withdrawing an investment sooner than this is not usually a good idea.

  • How am I making a difference?

    Traditional investing looks at just making you money without necessarily taking into account the impact that investee companies have on the world. On The Big Exchange, we only list funds that invest in companies making a positive difference to people and the planet, which we assess though a rigorous assessment process. You can find more on that here.

  • Is it possible to transfer other investments to The Big Exchange?

    Yes! We accept transfers in from other providers, which you can find out more about here. However, as we only list funds that have a positive impact on people and the planet, you may not be able to hold the same investments with us that you did with a previous provider. Feel free to get in touch with us with any questions.

  • When does The Big Exchange take any payment for its services?

    We collect fees every quarter, or every three months, directly from your account. This will come from your existing balance so you don’t have to do a thing.

  • How will you collect this money if there isn’t enough spare cash in my account?

    We will collect this money from your account. If there is not enough cash in your account and it is all in the investments, we will sell down some of the holdings to pay the amount needed to cover the costs of using The Big Exchange.

Start investing with The Big Exchange and make a change

By joining The Big Exchange, you’re doing a lot more than making your money work harder for you and others. You’re helping to start a movement that aims to transform the lives of millions of people by building a fairer financial system that works for everyone.

Start today Investing is not guaranteed to make you money.
Your capital is at risk.