Help & FAQs

How can I Transfer In?

Once your Selftrade account is open, we would only require you to complete and return the relevant form, once received we would contact your broker to arrange the transfer as per your instruction.

Dealing Account Transfer In from Another Broker Form

Shares ISA Transfer In Form

We suggest you monitor your accounts during the transfer process to confirm all investments and cash have been transferred correctly.

Submitted on 16th Oct 2018

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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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