Charles Stanley Direct 4+

With over 200 years’ experience, Charles Stanley is here to help you achieve your financial goals and create a secure financial future.

Introducing our new look Charles Stanley app, improved to bring you everything you need to manage your investments on the go.


- Securely view and manage all your Charles Stanley accounts and investments in one place.
- Build and manage your investment portfolio by trading in our extensive universe of stocks, funds, ETFs and investment trusts.
- See your total portfolio value and its performance in real time.
- A wealth of information is available about each holding such as value, sell price, change in value, cost, historic yield and fund size.
- Interactive graphs show the performance of each investment over time.
- Customise your information by filtering your holdings alphabetically, by value, sell price, change in value, or cost.
- Pay money into your Charles Stanley account.
- Access all of your important documents in one place.
- Contact us with secure messaging from our supportive Helpdesk.

You need a Charles Stanley Direct account to use the app. To open an account, please visit www.charles-stanley-direct.co.uk If you require further support, please contact our Helpdesk on 0131 550 1234 or email helpdesk@charles-stanley-direct.co.uk. *Please note: Helpdesk open 7.30am - 5pm, Monday - Friday.

At Charles Stanley, we are committed to improving your satisfaction by continually bringing new and improved capabilities to enhance your user experience. At the same time, we will ensure we maintain the app’s security for your peace of mind.

Please note: The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.

Charles Stanley & Co. Limited is a member of the London Stock Exchange, is authorised and regulated by the Financial Conduct Authority and is part of the Raymond James Financial, Inc. group of companies.

Charles Stanley & Co. Limited is registered in England number 1903304. Registered office: 55 Bishopsgate, London EC2N 3AS.