--- title: How do I add National Savings and Investment products to my case? description: In this article we explain how to add NS&I products to your case --- [Skip to content](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en) # How do I add National Savings and Investment products to my case? ## In this article we explain how to add NS&I products to your case - To add an NS&I product, choose category **Savings & investments** from the asset ribbon - In this category there is a dropdown with the different types of savings and investments ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Dec-27-2024-04-12-44-2229-PM.png?width=1435&height=438&name=image-png-Dec-27-2024-04-12-44-2229-PM.png) ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Dec-27-2024-04-13-35-7281-PM.png?width=614&height=587&name=image-png-Dec-27-2024-04-13-35-7281-PM.png) To learn how to add a specific NS&I product to your case, you can choose from the list below to navigate to that section of the article quickly: Ā  | **NS&I Product** | | --- | | [Children's Bond](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#childrens-bond) | | [Direct ISA](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#direct_isa) | | [Direct Saver](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#direct_saver) | | [Fixed Interest Savings Certificate](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#fixed_interest_savings_certificate) | | [Green Savings Bond](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#green) | | [Guaranteed Growth Bond](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#growthbond) | | [Guaranteed Income Bond](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#income_bonds) | | [Income Bond](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#income_bonds) | | [Index-linked Savings Certificate](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#index_linked_saving_certificate) | | [Investment Account](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#investment_account) | | [Junior ISA](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#junior_isa) | | [Premium Bond](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case#premium_bond) | šŸŽ“ For all **Other National Savings & Investment products**: - Multiple account numbers allowed within the **Account number field šŸ˜** - If there is no **Confirmed balance**, we will use the value from **Approximate balance at date of death šŸ‘** - The **NS&I address** isauto populated for ease āš” #### **How to add a Children's Bond** - Click **Add new Savings & investmentsĀ ** - Select **Other National Savings & Investment products** from the drop down list - In **Product type** menu**,** select **Children's bonds** - Enter the remaining information and click **Save**Ā  - This asset will now be added to the case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the value updated on to the IHT400 #### **![](https://knowledge.exizent.com/hubfs/image-png-Oct-06-2023-01-26-40-6924-PM.png)** #### **How to add a Direct ISA** - Click **Add new Savings & investmentsĀ ** - Select **Cash ISA**Ā from the drop down list - Ensure the question **Is this an NS&I product?** is flagged as **Yes** - Select **Direct ISA** from the dropdown ![20230530 NS&I Direct ISA Asset](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Direct%20ISA%20Asset.png?width=657&height=438&name=20230530%20NS%26I%20Direct%20ISA%20Asset.png) - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below) and the value will be updated on to the IHT400 ![20230530 NS&I Direct ISA IHT406](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Direct%20ISA%20IHT406.png?width=480&height=180&name=20230530%20NS%26I%20Direct%20ISA%20IHT406.png) #### **How to add a Direct Saver account** - Click **Add new Savings & investmentsĀ ** - Select **Cash Savings Account**Ā from the drop down list - Ensure the question **Is this an NS&I product?** is flagged as **Yes** - Select **Direct saver** from the dropdown ![20230530 NS&I Direct Saver Asset](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Direct%20Saver%20Asset.png?width=659&height=431&name=20230530%20NS%26I%20Direct%20Saver%20Asset.png) - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the value will be updated on to the IHT400 ![20230530 NS&I Direct Saver IHT406](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Direct%20Saver%20IHT406.png?width=490&height=194&name=20230530%20NS%26I%20Direct%20Saver%20IHT406.png) #### **How to add a Fixed Interest Savings Certificate** - Click **Add new Savings & investmentsĀ ** - Select **Other National Savings & Investment products** from the drop down list - In **Product type** menu**,** select **Fixed interest savings certificates** - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the value will be updated on to the IHT400 #### **![](https://knowledge.exizent.com/hubfs/image-png-Oct-06-2023-01-22-33-9388-PM.png)** #### **How to add a Green Savings Bond** - Click **Add new Savings & investmentsĀ ** - Select **Other National Savings & Investment products** from the drop down list - In **Product type** menu**,** select **Green savings bonds** - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the value will be updated on to the IHT400 #### **![](https://knowledge.exizent.com/hubfs/image-png-Oct-06-2023-01-24-29-3653-PM.png)** #### **How to add a Guaranteed Growth Bond** - Click **Add new Savings & investmentsĀ ** - Select **Other National Savings & Investment products** from the drop down list - In **Product type** menu**,** selectĀ **Guaranteed growth bonds** - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the value will be updated on to the IHT400 #### **![](https://knowledge.exizent.com/hubfs/image-png-Oct-06-2023-01-26-09-4339-PM.png)** #### **How to add a Guaranteed Income Bond or Income Bond** - Click **Add new Savings & investmentsĀ ** - Select **Income Bond**Ā from the drop down list - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the value will be updated on to the IHT400 ![20230530 NS&I Income Bonds IHT406 ](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Income%20Bonds%20IHT406%20.png?width=493&height=187&name=20230530%20NS%26I%20Income%20Bonds%20IHT406%20.png) #### **How to add an Index-linked Savings Certificate** - Click **Add new Savings & investmentsĀ ** - Select **Other National Savings & investment products** from the drop down list - In **Product type** menu**,** selectĀ **Index-linked savings certificates** - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the value updated on to the IHT400 šŸ’ Note there is a separate field to add any Index-linked increase for display on the Scottish C1 court form ![](https://knowledge.exizent.com/hubfs/image-png-Oct-06-2023-01-30-02-3858-PM.png) #### **How to add an Investment Account** - Click **Add new Savings & investmentsĀ ** - Select **Cash Savings Account**Ā from the drop down list - Ensure the question **Is this an NS&I product?** is flagged as **Yes** - Select **Investment account** from the dropdown ![20230530 NS&I Investment Account Asset](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Investment%20Account%20Asset.png?width=655&height=447&name=20230530%20NS%26I%20Investment%20Account%20Asset.png) - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below), the IHT404 schedule (if jointly owned) and the value will be updated on to the IHT400 ![20230530 NS&I Investment Account IHT406](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Investment%20Account%20IHT406.png?width=482&height=183&name=20230530%20NS%26I%20Investment%20Account%20IHT406.png) #### **How to add a Junior ISA** - Click **Add new Savings & investmentsĀ ** - Select **Cash ISA**Ā from the drop down list - Ensure the question **Is this an NS&I product?** is flagged as **Yes** - Select **Junior ISA** from the dropdown #### **![20230530 NS&I Junior ISA Asset](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Junior%20ISA%20Asset.png?width=655&height=435&name=20230530%20NS%26I%20Junior%20ISA%20Asset.png)** - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below) and the value updated on to the IHT400 ![20230530 NS&I Junior ISA IHT406](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Junior%20ISA%20IHT406.png?width=483&height=186&name=20230530%20NS%26I%20Junior%20ISA%20IHT406.png) #### **How to add a Premium Bond** - Click **Add new Savings & investmentsĀ ** - Select **Premium bond**Ā from the drop down list - Enter the remaining information and click **Save** - This asset will now be added to your case dashboard and will map to the C1 form (for our Scottish customers), and the IHT406 schedule (example below) and the value updated on to the IHT400 ![20230530 NS&I Premium Bonds IHT406 ](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230530%20NS%26I%20Premium%20Bonds%20IHT406%20.png?width=494&height=187&name=20230530%20NS%26I%20Premium%20Bonds%20IHT406%20.png) šŸ‘· Our team are regularly making improvements and adding new features. 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