Help & FAQs

How can I transfer investments from another provider into my account?

You can complete a full or partial transfer on all accounts we offer at Selftrade by following these simple steps:

Step One – Complete a Transfer In form in full, for the account you wish to transfer. This must include amount, description of investments held etc for your instruction to be completed without delays. (located on the “forms and guides” page).

Step Two – Send to the Selftrade address as displayed on the form.

Step Three – On receipt of the transfer instruction we will contact your existing provider and complete the transfer for you.

Note:
You can complete a transfer request at the application stage via the welcome pack or call the Customer Experience Centre if you would like a form to be sent to you by post.

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

Selftrade offer a Transfer In cash back offer - For more information please click here

Submitted on 20th Aug 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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