Interactive Investor

Steps to be taken when an account holder has passed away

We understand that dealing with the death of a loved one is difficult, so we will try and make things as easy as we possibly can for you.

  1. Notify us by sending an original or certified copy of the Death Certificate.
    Assuming the deceased was the sole account holder, the account would then be blocked pending further instructions. 
  2. Send a court sealed copy of the Grant of Probate (or Grant of Confirmation in Scotland) confirming the Executors for the Estate. 
    The Grant of Probate is issued upon the reading of the will. If there is no will, a close relative can apply for a Grant of Letters of Administration. The person assigned by the Grant of Probate is known as the executor, and up to four executors can be named.
  3. The executors then need to complete our Executor/Administrator Account application form.
  4. Upon receipt of the court sealed copy of the Grant of Probate, we will be able to act upon signed written instruction from all Executors.

Go to www.direct.gov.uk for further details on how to apply for a Grant of Probate. There is a section on this site titled Death and Bereavement, which informs you how to proceed.

If you have any further queries, you can contact our Bereavement Helpdesk on: 0345 646 2396 (+44 113 346 2396 from abroad). They are open 7:45am to 5:30pm (GMT Monday to Friday).

Notifying us that an account holder has passed away

A solicitor, next of kin or an executor of the estate can notify us that an account holder has passed away.

To register the death on the account we require written confirmation along with an original or certified copy of the death certificate. 

Please send both documents stating the account number(s) (if known), to the following address:  

interactive investor
2nd floor
One Embankment
Neville Street
Leeds
LS1 4DW

You can also return these documents by secure message if you have an ii account. 

Copies of the death certificate can be certified by a FCA regulated body. For example, a bank or solicitor.

We will update all existing accounts that were in the sole name of the deceased and block the accounts from trading. This ensures that any current or future funds are held, pending receipt of legal documentation and further instructions from you. We will also send you information regarding probate applications and account valuations.

This also applies to any ISA and SIPP account that the customer may have had. If any additional information is required, we will notify you.


Contact our Bereavement Helpdesk on: 0345 646 2396 (+44 113 346 2396 from abroad) to speak to our dedicated team of experts. They are open 7:45am to 5:30pm (GMT Monday to Friday) to help you by phone or post.

Selling stock or withdrawing cash from an executor’s / administrator’s account

If you wish to sell or withdrawal stock held in an executor / administrator account, you will need to complete an Executor/Administrator Instruction Form.


Completing the Executor/Administrator Instruction form

Section 4 ‘Your Instructions’ covers the options available to you when dealing with the assets held in the estate.

Option 1: Sell stock and withdraw cash

You have the option to:

  • A. Sell all stock and withdraw the proceeds together with any cash held on the estate.
  • B. Sell only some of the stocks on the estate and withdraw the proceeds.

Option 2: Transfer the assets held

You can transfer the assets held to another account you hold with us.

You have the option to:

  • A. Transfer the ownership of all assets held on the estate.
  • B. Transfer ownership of only some of the assets held on the estate.

Option 3: Withdraw assets held

If you wish to hold the stock in share certificates, these can be withdrawn and sent to you. Where we are unable to issue a share certificate for any share held in the estate, you will need to either sell or transfer these holdings.

Any cash held on the account can be sent by bank transfer.

You have the option to:

  • A. Withdraw all assets held on the estate.
  • B. Withdraw only some of the assets held on the estate.

If you have any further queries, you can contact our Bereavement Helpdesk on: 0345 646 2396 (+44 113 346 2396 from abroad). They are open 7:45am to 5:30pm (GMT Monday to Friday).