If you are new to James Hay, you will need to set up a Modular iPlan account. View our guide to setting up an account.

If you have a Modular iSIPP, you can set up a Modular ISA by doing the following:

  1. Log in to your James Hay Online account.
  2. You have the option to complete an online product illustration to see what the Modular ISA might give you. If you wish to do this, click on the ‘Apply’ button.
  3. To apply, go to the ‘Portfolio’ tab, and select ‘apply for additional products’.

We strongly recommend you speak to a regulated financial adviser before setting up an account to make sure you are aware of the risks and charges.

We have created some video guides to help take you through the process of applying.