Help & FAQs

What is the process of transferring in or out of a joint account?

The transfer process remains the same for joint and sole accounts. All transfer requests must be signed by all account holders toconfirm instruction avoid delays.

Please Note: Cash or Securities cannot be transferred from a joint account into a Selftrade Shares ISA

Submitted on 16th May 2019

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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