Charles Stanley Direct

2.6
253 reviews
10K+
Downloads
Content rating
Everyone
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About this app

With over 200 years’ experience, Charles Stanley is here to help you achieve your financial goals and create a secure financial future.

Introducing our new look Charles Stanley app, improved to bring you everything you need to manage your investments on the go.

- Securely view and manage all your Charles Stanley accounts and investments in one place.
- Build and manage your investment portfolio by trading in our extensive universe of stocks, funds, ETFs and investment trusts.
- See your total portfolio value and its performance in real time.
- A wealth of information is available about each holding such as value, sell price, change in value, cost, historic yield and fund size.
- Interactive graphs show the performance of each investment over time.
- Customise your information by filtering your holdings alphabetically, by value, sell price, change in value, or cost.
Pay money into your Charles Stanley account.
Access all of your important documents in one place.
Contact us with secure messaging from our supportive Helpdesk.

You need a Charles Stanley Direct account to use this app. To open an account, please visit www.charles-stanley-direct.co.uk. If you require further support, please contact our Client Services team on 0131 550 1234 or email info@charles-stanley-direct.co.uk.
*Please note: The team are available, Monday to Friday, 7:30am - 5:00pm.

At Charles Stanley, we are committed to improving your satisfaction by continually bringing new and improved capabilities to enhance your user experience. At the same time, we will ensure we maintain the app’s security for your peace of mind.

Please note: The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.

Charles Stanley & Co. Limited is a member of the London Stock Exchange, is authorised and regulated by the Financial Conduct Authority and is part of the Raymond James Financial, Inc. group of companies.

Charles Stanley & Co. Limited is registered in England number 1903304. Registered office: 55 Bishopsgate, London EC2N 3AS.
Updated on
Apr 3, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
App activity, App info and performance, and Device or other IDs
This app may collect these data types
Personal info, Financial info and 4 others
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

2.6
253 reviews
Peter Sherwood
February 22, 2024
The new design serms to miss the basic value of today's change. You have to drill down to each holding. This is inconvenient at best. I've had to go back to using the desktop, rendering the app worthless. Design and other features working ok, but I can fully understand users frustrations with the new design, there's an all round poor use of space. The left to right swipe of the old app was much better. Sadly improvements already needed.
5 people found this review helpful
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Charles Stanley
March 22, 2024
Hi Peter, thank you for taking the time to get in touch, we are sorry you have been experiencing problems. We really value your feedback as we are always looking at new ways to improve client experience. If you need further assistance, please contact the helpdesk at charles-stanley-direct.co.uk/FAQ.
Mary Wilding
February 22, 2024
Worse app I've ever (tried) to use! Since the recent upgrade I can't access any useful information. I have no ability to buy or sell! The old app worked well. They need to reinstate the former version and go back to the drawing board with the so-called upgrade. Have unistalled and reinstalled more than once, but it makes no difference. Sadly, no use to me.
5 people found this review helpful
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Charles Stanley
March 22, 2024
Hi Mary, we are sorry you have been experiencing problems. Our development team will take your feedback into consideration, as we look at ways to further improve your experience. If you need any further assistance please contact the helpdesk by emailing info@cs-d.co.uk or visiting www.charles-stanley-direc.co.uk/FAQ. The Charles Stanley App Team
Steve Phillips
February 17, 2024
Will not load after latest update. Not the first time this has happened. Edit. Now in Feb 2024 has been completely refreshed (at inconvenice to 10,000s of users who have to re-login from scratch). The interface and colour scheme is far less readable, it uses space far, far more inefficiently and cannot switch between accounts at a swipe. Awful UI design. Looks likes it been designed for children.
4 people found this review helpful
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Charles Stanley
July 14, 2022
Hi Steve, we are sorry you have been experiencing problems. This is something our development team are aware of and currently working on a fix. In the meantime, please try deleting and re-installing the app and we will keep you updated. If you need any further assistance, please contact us on info@cs-d.co.uk. Thanks, The Charles Stanley App Team.