How To Set Up Your InvestEngine ISA Managed
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Project Summary
The Brief
How To Set Up Your InvestEngine ISA Managed
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https://investengine.com/ The ETF investment platform -
Make the most of the world’s best ETFs commission free!
InvestEngine is all about building better investment portfolios to achieve better returns — whether you want us to manage your investments or to do‑it‑yourself.
Please follow the guide below but feel free to make it natural and engaging in your own tone of voice.
Scene 1 (Face to camera, app in hand)
"We'll show you how to set up your InvestEngine Stocks & Shares ISA aka Individual Savings account. It's quick, easy and gives your money the chance to grow!"
Scene 2 (Go through the steps of the app via Green-screen (vertical) / showing it as an overlay on screen (horizontal):
1. Download InvestEngine, or visit InvestEngine.com
2. Hit the 'Get Started' button and select Individual
3. On your dashboard - select 'Open an ISA'
4. Now, you'll need some investments to go inside your ISA
5. Click 'Create ISA portfolio'
6. Here you can choose DIY, if you know the investments you'd like to pick or 'Managed for you' if you'd like InvestEngine to choose some investments for you - I'm going to go for Managed
7. Answer a few questions so InvestEngine can recommend a portfolio for you (whiz through the questionnaire)
8. Et voila, here's your portfolio
9. All you need to do now is top-up your account and you're investing!
Enjoy!
Ideally someone with a knowledge of finance/investing (advantageous but not necessary)
We would like a Story (9:16) version and a Horizontal (16:9) version. The recommended way to film this is horizontally. Position your camera and sit in front of it towards the left half of the screen. That way, for the horizontal edit, you can have the screen recording on the right half. For the vertical edit, you can use the 'remove background' effect on CapCut to create a 'Green Screen' effect by positioning yourself in the screen correctly. Please get in touch if you have any questions.
DO
- please film in natural light, (ideally facing a window) with a clean background (ideally a blank wall)
- Add engaging captions to your video! remember to submit the version without!
- Keep it lively and energetic - we want to encourage the audience!
- Shoot high-res
DON'T
- don't sound like you're reading off a script
- DO NOT film via TikTok app. MUST use CapCut or similar.
- no blurry footage, not being able to see the product or you clearly
.svg)
https://investengine.com/ https://investengine.com/ The ETF investment platform -
Make the most of the world’s best ETFs commission free!
InvestEngine is all about building better investment portfolios to achieve better returns — whether you want us to manage your investments or to do‑it‑yourself.
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