What accounts can/cannot be linked for deal count purposes?
If you have a MarketMaster account, you can link a MarketMaster, SIPP or an Investment ISA that is in your own name. This allows the main account to benefit from lower online dealing commissions based on their dealing activity.
You can also link a MarketMaster, Investment ISA or SIPP that is held by a member of your household.
Please note the following products cannot be linked to a MarketMaster:
• An account that is not at the same address
• Managed ISA
• Company Dealing Account
• Contracts for Differences (CFDs)
• Investment Clubs
• Trust Accounts
• Charity Accounts
• Corporate ISA
Linking is not automatic. Please complete an Account Linking form to tell us which accounts should be linked.
Linking other family members' accounts to a MarketMaster doesn't hand over any dealing authority or control of the linked portfolios nor does it allow access to view other accounts.
Please note - your deal count will be reset to zero on all accounts at the point they are linked