How can I set up an Octopus Choice ISA for my client?

Setting your clients up with an Octopus Choice ISA is easy. In the 'My clients' section of your adviser page, simply click the 'create ISA' button next to the client you want to create an ISA for and follow the instructions on screen.

Your client will also receive an email asking them to confirm the ISA terms and that they're happy to continue. Once that's done, they're all set! Check out our handy walkthrough videos below for more.

Octopus Choice – setting up a client with an ISA - Octopus Choice – ISA

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