{"id":13443,"date":"2026-06-16T09:11:26","date_gmt":"2026-06-16T09:11:26","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?post_type=blog&#038;p=13443"},"modified":"2026-06-16T09:11:27","modified_gmt":"2026-06-16T09:11:27","slug":"opening-a-new-junior-isa-now-online-wealthtime-platform-enhancement","status":"publish","type":"blog","link":"https:\/\/www.wealthtime.com\/advisers\/blog\/opening-a-new-junior-isa-now-online-wealthtime-platform-enhancement\/","title":{"rendered":"Opening a new Junior ISA now online \u2013 Wealthtime platform enhancement"},"content":{"rendered":"\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>We\u2019ve introduced new functionality to make setting up Junior ISA accounts quicker and easier.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What\u2019s changed?<\/strong><\/h3>\n\n\n\n<p>Previously, instructions to set up a Junior ISA, or carry out tasks such as requesting an illustration, had to be submitted using a form.<\/p>\n\n\n\n<p>With our new process, this is now available online, supporting our aim to make as many of our process digital as possible.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><strong>What does this mean for you<\/strong>?<\/strong><\/h3>\n\n\n\n<p>The new straight-through online journey is faster and simpler to complete. You\u2019ll be able to complete client information, submit anti-money laundering (AML) documentation, and generate illustrations and supporting documents within one journey.<\/p>\n\n\n\n<p>There\u2019s no need to complete or send us any forms, and accounts can be set up immediately upon online submission.<\/p>\n\n\n\n<p>Please note, one exception would be where a junior individual already has a Junior SIPP, and now wants to open a Junior ISA. It\u2019s not currently possibly to process this scenario online and so you would need to complete a form in this case.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How do you use the new functionality?<\/strong><\/h3>\n\n\n\n<p>The new online application is straightforward and consistent in design with our other product and wrapper journeys.<\/p>\n\n\n\n<p>When creating a new client, via \u2018add investor\u2019, you\u2019ll now see the option to set up a \u2018junior individual\u2019.<\/p>\n\n\n\n<p>Follow the workflow through to enter the details for the individual, establish the wrapper, add the investment strategy, assets and charges. You\u2019ll then receive the documents including the pre-sales illustration, client report, application summary and payment instructions, if applicable.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"389\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Junior-ISA-New-Investor-Type.png\" alt=\"\" class=\"wp-image-13444\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Junior-ISA-New-Investor-Type.png 602w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Junior-ISA-New-Investor-Type-300x194.png 300w\" sizes=\"auto, (max-width: 602px) 100vw, 602px\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"678\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Junior-ISA-Product-workflow-example.png\" alt=\"\" class=\"wp-image-13445\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Junior-ISA-Product-workflow-example.png 602w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Junior-ISA-Product-workflow-example-266x300.png 266w\" sizes=\"auto, (max-width: 602px) 100vw, 602px\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Any questions?<\/strong><\/h3>\n\n\n\n<p>If you\u2019d like more information or have any questions about this enhancement, please <strong><a href=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\" type=\"link\" id=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\">speak to our team today<\/a><\/strong>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Related content<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Platform charge information available online<\/h3>\n\n\n\n<p>Get the information you need, exactly when you need it \u2013 Wealthtime platform charge information is now available to see online.<\/p>\n\n\n\n\n    <a href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/platform-charge-information-available-online-wealthtime-platform-enhancement\/\" target=\"_blank\" class=\"button black\" style=\"margin-bottom: 1rem;\">\n        Find out more    <\/a>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><em>This article is intended for regulated financial advisers and investment professionals only.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"author":17,"featured_media":13446,"template":"","class_list":["post-13443","blog","type-blog","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Opening a new Junior ISA now online \u2013 Wealthtime platform enhancement - Advisers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/opening-a-new-junior-isa-now-online-wealthtime-platform-enhancement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Opening a new Junior ISA now online \u2013 Wealthtime platform enhancement - Advisers\" \/>\n<meta property=\"og:description\" content=\"We\u2019ve introduced new functionality to make setting up Junior ISA accounts quicker and easier. 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