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Investment Options Overview

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Investment Options Overview

What is the "Portfolio" Section in the Yeeld App?

Understand the Portfolio Section and Its Purpose

The Portfolio section in the Yeeld app is your one-stop destination for managing all your investments and savings. It allows you to monitor your investment accounts, track their performance, and manage savings goals with ease. Within this section, you can access various investment products such as Stocks & Shares ISAs, General Investment Accounts (GIAs), and Self-Invested Personal Pensions (SIPPs), as well as create and manage Piggy Banks for specific savings goals.

Key Features of the Portfolio Section:

Overview of Investments and Savings: View your total investment balance, individual account values, and all active Piggy Banks.
Account Management: Open new investment accounts or manage existing ones, including your ISA, GIA, and SIPP.
Piggy Banks: Set up and manage Piggy Banks to save for specific goals, such as holidays or big purchases.
Investment Tracking: Monitor detailed performance metrics to understand your investment progress.
Deposits and Withdrawals: Easily add funds to or withdraw from your investment accounts and Piggy Banks.

The Portfolio section provides a centralised view of your financial health, helping you make smarter investment and savings decisions.

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Yeeld's products and services are provided by Yeeld Financial Services LTD (15776510) and Yeeld Investments LTD(15775018), wholly owned subsidiaries of Yeeld Technologies LTD (14870361) registered in England and Wales with a registered office at Level 18, 40 Bank Street, Canary Wharf, London, England, E14 5NR.

Yeeld Financial Services are a co-brand of Payload Ltd, who act as a Programme Manager under Transact Payments Limited (TPL), a company which is incorporated and registered in Gibraltar with company number 108217 and registered office is at 6.20 World Trade Center, 6 Bayside Road, Gibraltar, GX11 1AA. Transact Payments Limited is a licensed electronic money institution authorised and regulated by the Gibraltar Financial Services Commission to issue electronic money and provide payment services. Your account and related payment services are provided by Transact Payments Limited. Whilst Electronic Money products are not covered by the Financial Services Compensation Scheme, your funds will be held in one or more segregated accounts and safeguarded in line with Part 4 of the Financial Services (Electronic Money) Regulations 2020.Yeeld's cards are issued by Transact Payments Limited pursuant to licence by Mastercard International Incorporated. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated.

Yeeld Investment Limited (FCA no: 1019161) is an appointed representative of WealthKernel Limited is authorised and regulated by the Financial Conduct Authority, no. 723719, registered in England and Wales, no. 09686970, with a registered office at 41 Luke St, London, UK, EC2A 4DP. All assets held under custody are protected by The Financial Services Compensation Scheme (FSCS) up to a value of £85,000. Please refer to https://www.fscs.org.uk for more information.