Managing your Direct ISA

To keep your information secure, you will be automatically logged out if you don't click on anything for 10 minutes.

• To return to this screen from another screen, click "Accounts" in the bar at the top of the screen.
• Your available balance (ie only including cleared transactions) will be shown on the right of the screen.

• Click on the name of the account if you want to see your full account history - eg “Direct ISA” – circled in red on the above illustration.
• The balance shown at the bottom right of the screen will include any transactions that have not yet cleared, so it may be different to your available balance.

• Click "Accounts in the bar at the top of the screen.
• Then either click "Your account history" below the bar or just click on the name of the account.
• At the right of the screen, under "Select dates", you can choose to view your transactions by tax year or between two specific dates. Click "change view" to activate your choice. 

• Click "Deposits and withdrawals" in the bar at the top of the screen. You'll then see a list of any previous deposits or withdrawals you have made online.
• Click "Make a deposit" below the main heading on the screen.
• Enter all the requested details and click "proceed".
• Check the details you entered then click "submit" to make the deposit or "edit" if you need to make any corrections or "cancel" if you decide not to go ahead.

• Click "Deposits and withdrawals" in the bar at the top of the screen. You'll then see a list of any previous deposits or withdrawals you have made online.
• Click "Make a withdrawal" below the main heading on the screen.
• Enter the amount you want to withdraw and click "proceed".
• Check the amount you entered then click "submit" to make the withdrawal or "edit" if you need to make a correction or "cancel" if you decide not to go ahead.

• If you have forgotten your password, please call us free on 0500 007 007 and providing we can verify your security details, we will send you a temporary password. Your call will be taken by one of NS&I’s award-winning UK customer service team. We’re available every day from 7am till midnight. Calls from mobiles may not be free. Calls may be recorded.
• If you have forgotten your security details you can download a 'change of security details' form and post the completed form to NS&I, Durham, DH99 1NS.  This form will also allow you to request a temporary password, if you need one. If you ask for a temporary password, we’ll post it to you shortly after receiving your form.