Our price plans

Just navigate to your profile in the app by tapping on the icon in the top-left of the home screen. Then select ‘Your plan’, swipe right to the plan you want to switch to, tap on the switch button and follow the instructions. You’ll see the details relating to your new plan, including information about any fees. Once you’ve confirmed you’d like to go ahead, we’ll send you a confirmation in the message centre. It’s as simple as that.

Yes, you can. There are just a few things you’ll need to do before this can be completed, but we’ll help you along the way. It's important to know that switching your plan will mean you’ll no longer have access to the benefits available with the plan you’re switching from.

To switch your plan, go to ‘Your profile’ in the app and tap ’Your plan’ – you’ll see your current plan. Swipe to the plan you’d like to switch to, then tap the switch button at the bottom of the screen.

You’ll then see a list of actions you’ll need to complete before you can request your switch. When you complete an action, a green tick will show alongside it on the list.

If you’re switching from Plus to Core, you must:

• Sell any Plus assets

• Cancel any pending orders for Plus assets

• Close or transfer out of your Stocks & Shares ISA and send us a secure message in the app asking us to close your ISA

• Withdraw any cash from your currency wallets

If you’re switching from Premium to Plus, you must:

• Transfer out your SIPP to another provider and send us a secure message in the app asking us to close your SIPP account.

If you are switching from Premium to Core, you must:

• Sell any Plus assets

• Cancel any pending orders for Plus assets

• Withdraw any cash from your currency wallets

• Close or transfer out of your Stocks & Shares ISA and send us a secure message in the app asking us to close your Stocks & Shares ISA

Yes, CMC Markets Investments Limited (registration number 948126) is fully authorised and regulated by the Financial Conduct Authority (FCA) in the UK. Retail client money is held in segregated client bank accounts, and money held on behalf of clients is distributed across a range of major banks, which are regularly assessed against our risk criteria.

Yes, your eligible deposits with CMC Markets are protected up to a total of £120,000 by the Financial Services Compensations Scheme (FSCS), the UK's deposit guarantee scheme. If CMC Invest ever went into liquidation, retail clients would have their share of segregated money returned, minus the administrator's costs in handling and distributing these funds. Any shortfall of funds up to £120,000 may be compensated under the FSCS.

Under the FCA's client money rules, we're required to segregate client money from our own funds (unless you agree with us otherwise). The money held in segregated bank accounts does not belong to us and will be held in a way that enables it to be identified as client money. Learn more about client money regulations.

In the UK, you won’t need to pay capital gain tax (CGT) on any profits you make from selling investments, and dividend tax on income you receive from companies in your stocks & shares ISA and self-invested personal pension (SIPP). Any profits and dividend income to your general investment account is taxable and will be shown in your ‘Consolidated Tax Certificate’, provided to you following the end of each tax year. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Visit our contact us page for details on how you can get in touch with us.