Help & FAQs

How can I transfer cash and investments out of my Selftrade account?

We can transfer your cash and investments to another provider, but we can only initiate a transfer upon request from your new broker: you will need to contact them and complete any transfer documentation they require. Your new broker will then contact us and we will arrange the transfer accordingly.

A charge of £15 per line of investments (or per holding) to transfer out of Selftrade is applicable and will be debited from the account before closure, along with any pending account fees dues. This can take 2-8 weeks to complete dependent on which assets are to be transferred. 

Please Note:SIPP transfer process – For the transfer of a SIPP, you would need to contact your SIPP administrator/Trustee who will liaise with our transfer team directly.

Submitted on 21st Jun 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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