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Creating an account

How do I create a PrimaryBid account?

It is quick and easy to sign up for a PrimaryBid account and you can do it via our app or online. We will perform some simple onboarding checks and ask for some additional information before you can begin participating in PrimaryBid offers.

When signing up for a PrimaryBid account, we will ask you for the following information:

Telephone Number
Date of Birth
National Insurance Number
Broker / General Investment Account Number

Please note that your broker account should be a General Investment Account in your sole name and not an ISA or SIPP account.

How do I download the PrimaryBid app?

Our app is available to download for free from the App Store or Google Play Store from your smartphone or tablet.

What are your onboarding checks and why are they needed?

Once you have signed up for a PrimaryBid account, we will perform a series of onboarding checks that allow us to verify your identity and ensure that our service fulfils our regulatory obligations to prevent money laundering and other financial crime.

What does it mean when you cannot verify my account?

If we cannot verify your identity automatically, you may be asked to provide further information before we can activate your account. In such cases, we aim to verify your account manually within one working day and may ask for evidence of your identity, such as a copy of your passport and/or recent proof of your address, in order to do this.

How do I know if I am eligible to invest?

To be eligible to invest you need to be a UK resident, over 18 years old, and physically present on the UK mainland. Once you have created an account, and before you are able to apply for shares or bonds, we will also need to complete our onboarding checks. Additionally, in order to apply for shares or bonds, you must have a General Investment Account in your sole name with a broker since PrimaryBid does not provide dealing services. You will also need to provide us with your National Insurance number.

Some more complex offers may also require you to answer an additional set of questions. An assessment of appropriateness is used to determine whether you have the necessary experience and knowledge in order to understand the risks involved in relation to such an offer.

How do I update my address and contact details?

You can update your address and phone number in the ‘Personal Details’ section within the PrimaryBid app or in the 'Manage Account' section online. If you would like to update your email address, you will need to send us your updated information here, where our customer service team will be able to assist.

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