myColumbiaThreadneedle | Columbia Threadneedle Investments (2024)

Skip to main content

Private Investor

myColumbiaThreadneedle | Columbia Threadneedle Investments (1)

EN

Contact us

Login

Login

Savings plans

Savings Plans

Whether you want a nest egg for retirement or to give your child a head start in life, we have a variety of Savings Plans which could help. All managed by our expert fund managers.

Range of plans

CTF hub

Success stories

Document Centre

Our funds

Our funds

We have a comprehensive range of investment trusts and funds, which cater for a broad range of objective.

Investment Trusts

Open-Ended Investment Companies (OEIC)

Our funds

Significant fund changes

Value Assessment Report

Document Centre

Already a customer

Already a customer

You can securely manage your investments via the Investor Portal if you have a Savings Plan or myColumbia Threadneedle for OEICS & SICAVs through Threadneedle Investment Services Ltd.

Investor Portal – Our Savings Plans

myColumbiaThreadneedle – our funds through Threadneedle Investment Services Ltd

About us

About Columbia Threadneedle​

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for its UK customers.

Investment approach

Our people

Responsible Investment

Responsible business

Awards

Help and support

Help and support

We have lots of useful information and insights available to view. You can also visit the Association of Investment Companies for more information about Investment Trusts.

Contact us

Keeping safe online

Insights

Glossary

'); // This final block of code is responsible for dispatching the 'ksys-app-embed-added' event, which will in turn load up the passive attestation. var passiveElement = document.querySelector('[data-ksys-app-template-id="ksys-app-attestation"][data-input-mode="passive"]'); // CTI special functionality hide/show investor dropdown and after chosen US country trigger redirect var observerGlobal; $('[data-ksys-app-template-id="ksys-app-attestation"][data-input-mode="passive"]').on('ksys-app-embed-added', function () { // hide investor selector when global chosen var configGlobal = { subtree: true, characterData: true }; observerGlobal = new MutationObserver(globalFunctionality); // wait for application to render properly waitForElement(function () { return passiveElement.querySelector('[data-selector="selectionField-wrapper"]:nth-of-type(' + countryHelperSelectorOrder + ') [data-selector="iconDropdown-buttonLabel"] span'); }, 3000, function () { var countrySelect = passiveElement.querySelector('[data-selector="selectionField-wrapper"]:nth-of-type(' + countryHelperSelectorOrder + ') [data-selector="iconDropdown-buttonLabel"] span'); if (typeof countrySelect !== 'undefined' && countrySelect !== null) { // trigger observation and look for the country dropdown changes observerGlobal.observe(countrySelect, configGlobal); // first render - decide if investor dropdown should be visible on not if (countrySelect.innerText === 'global') { countrySelect.closest('[data-ksys-app-template-id="ksys-app-attestation"]').querySelector(' [data-selector="selectionField-wrapper"]:nth-of-type(' + investorSelectorOrder + ')').style.display = 'none'; } } }); }); if (passiveElement) { const eventName = 'ksys-app-embed-added'; window.ksysTriggerEvent(eventName, passiveElement); } }, 300); });});function globalFunctionality(mutationsList, observer) { mutationsList.forEach(function (mutation) { var targetElement = mutation.target.parentNode; var isTargetExist = typeof mutation.target !== 'undefined' && mutation.target !== null; var investorSelector = targetElement.closest('[data-ksys-app-template-id="ksys-app-attestation"]').querySelector(' [data-selector="selectionField-wrapper"]:nth-of-type(' + investorSelectorOrder + ')'); if (isTargetExist && mutation.target.parentNode.innerText === 'global') { if (investorSelector) investorSelector.style.display = 'none'; } else if (isTargetExist && mutation.target.parentNode.innerText === 'us') { if (investorSelector) investorSelector.style.display = 'none'; } else { if (investorSelector) investorSelector.style.display = ''; } });};/* element - function which return element if exist if not return null ms - how long function should be waiting for element callback - action that will happen when element will be accessible*/function waitForElement(element, ms, callback) { if (element() === null && ms / 100 > 0) { setTimeout(function () { waitForElement(element, ms - 100, callback); }, 100); } else if (element() !== null) { callback(); } else { return false; }}

myColumbiaThreadneedle

Investing with us

Manage your Threadneedle OEIC investments with us and access educational material online, 24 hours a day.

Access educational materials and manage your investments with us through our online service, myColumbiaThreadneedle​. It provides instant password protected access to your investments with us, 24 hours a day, at a time convenient for you.

Overview

Make a transaction

Make a new investment, top-up an existing investment, redeem or switch your holdings to another fund. Please note that you can only transact on myColumbiaThreadneedle​ if you are a direct customer (i.e. you don't invest via a financial adviser).

1

View your transaction history

Providing details of the transactions you have made.

2

Check the value of your investments

Access the latest value of your holdings in the My Investments section. View your valuation over different time periods as a total valuation.

3

Compare our funds

Within the Fund Selector section you are able to compare up to 10 different Threadneedle funds.

4

Plan for an investment goal

No matter what your investment goals are, My Plans enables you to create investment plans to see how much you should consider investing in order to achieve them.

5

Access educational material

From our glossary of financial terms to short animated videos on capital preservation, income and real-returns, our knowledge centre hosts an array of materials to help you to learn about financial products alongside the risk and rewards of investing.

6

Get started

Creating an account is quick and easy to do


Even if you don’t have any investments at the moment, you can register and still access our educational materials.

Linking existing investments

If you already have investments with us, you can link them to your myColumbiaThreadneedle​ account. To do this, please contact our client service team on 0800 953 0134* (Monday to Friday, 8am-6pm) and we will provide you with a secure activation code.
Once you have your activation code, please follow these simple steps below:

  1. Go to www.mycolumbiathreadneedle.com
  2. Click onRegister nowand enter your email address and create a password, memorable place and memorable date, and confirm you have read and agreed to the terms and conditions
  3. ClickHave your code? Link investments now
  1. Enter your secure activation code (previously provided over the phone) and your client reference number (a 10 digit number that can be found on correspondence you have received from us i.e. a recent statement)
  2. Click Next. You have now created your account. You will not need to use the activation code again. Next you want to access your account, please enter your email address and password in the login area on the homepage.

* Calls may be recorded

myColumbiaThreadneedle | Columbia Threadneedle Investments (2)

myColumbiaThreadneedle iPad app

Once registered for myColumbiaThreadneedle​, you can download the myColumbiaThreadneedle​ app to view your portfolio of investments with us whenever you like.

You can view your portfolio as a whole or by account (e.g. ISA, JISA or General Investment Account) and see how your portfolio has performed over time. In addition, you can also view the transactions you have made on your portfolio, including new investments, transfers and withdrawals.

Please note: you cannot make transactions on the app.

Fraud Prevention

Your security is very important to us
We have a number of controls in place which are designed to protect our clients from fraud. These include information we will obtain from you when you register for the service, which will be used to identify you when you make transactions or change your details.

Frequently Asked Questions

Click here to find our full list of Frequently Asked Questions.

How can I access myColumbiaThreadneedle​?

You can access myColumbiaThreadneedle​ by visiting: www.mycolumbiathreadneedle.com

Is the site secure?​

Yes. When you create your account we will ask you to set a password, memorable place and memorable date, which you will need in order to login and when making transactions.

How do I get an activation code?​

To request an Activation Code, please contact us on 0800 953 0134* (Monday to Friday, 8am – 6pm).

Do I have to use my activation code every time I login?​

No, once your account has been activated you will just need to use the email address you registered with along with the password you created.

What transactions can I make on myColumbiaThreadneedle?​

If you are a direct customer of ours, once you have created and activated your account you can make a new investment, top-up an existing investment, switch or sell holdings in investments

Can I get investment advice through myColumbiaThreadneedle​?

No. Columbia Threadneedle Investments does not provide financial advice so you will not be able to get investment advice on myColumbiaThreadneedle​.

If you are unsure about any aspects of your investment you should speak to a financial adviser. For details of one in your area please go to www.unbiased.co.uk or www.thepfs.org/yourmoney/find-an-adviser/. Please note that Columbia Threadneedle does not endorse either of these websites or the advisers found on it.

Who do I contact for further information?​

If you have any other questions about myColumbiaThreadneedle​, please contact us on 0800 953 0134* (Monday to Friday, 8am – 6pm).

* Calls may be recorded

PDF

PDF

myColumbiaThreadneedle Terms & Conditions

You may also like

Login / Register

Access our latest educational materials, explore our fund range and/or make an investment. Get started by signing up or registering here.

myColumbiaThreadneedle

Access educational materials and manage your investments with us through our online service, myColumbiaThreadneedle​. It provides instant password protected access to your investments with us, 24 hours a day, at a time convenient for you.

Types of investment

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.

Read More

Got questions?

Get in touch today Visit our Contact us page.
Frequently Asked QuestionsVisit our FAQ page.
Glossary Our handy glossary can help explain investing terms
myColumbiaThreadneedle | Columbia Threadneedle Investments (2024)

References

Top Articles
Latest Posts
Article information

Author: Golda Nolan II

Last Updated:

Views: 6410

Rating: 4.8 / 5 (78 voted)

Reviews: 85% of readers found this page helpful

Author information

Name: Golda Nolan II

Birthday: 1998-05-14

Address: Suite 369 9754 Roberts Pines, West Benitaburgh, NM 69180-7958

Phone: +522993866487

Job: Sales Executive

Hobby: Worldbuilding, Shopping, Quilting, Cooking, Homebrewing, Leather crafting, Pet

Introduction: My name is Golda Nolan II, I am a thoughtful, clever, cute, jolly, brave, powerful, splendid person who loves writing and wants to share my knowledge and understanding with you.