Welcome to the Lexo client area, please read below before proceeding with your application. If you have any questions with your current or previous applications, please get in touch.
Complete Your Details
If you are completing an application please ensure you have the relevant information to hand. If you are setting up a joint account, information will be required for both parties where indicated during the process.
You will be asked for:
- Details about you/your partner (Date of Birth, Address etc).
- Details about you/your partners employment.
- Details about who will benefit in the event of you/your partners death.
- Details about you/your partners current pensions and ISAs (only if you are transferring them).
Free Risk Profile with FinaMetrica
This risk tolerance questionnare is to determine how emotionally comfortable you are with taking a financial risk. You have access to Finametrica, a world-class risk profiling tool, directly in the comfort of your own home.
It takes a few minutes for you to complete, but will provide you with a guide to your risk tolerance. Simply click on the button below to be redirected to the Finametrica website, you will also automatically receive login details for this from Finametrica one you click on the button below.