User Guides

Step-by-step manuals for managing your TBE Investor account, from placing your first order to setting up a Direct Debit.

Use this guide to create and verify a Direct Debit mandate for an eligible linked bank account.

Use this guide to find a fund, add it to your basket, set an investment amount, review disclosures and submit an order.

Use this guide to request a cash withdrawal from an eligible TBE investment account to a linked bank account.

A detailed, step-by-step guide to resetting your password and returning securely to your TBE Investor account.

Use this guide to add and verify a bank account for funding, withdrawals and Direct Debit journeys.