Transfer Your Funds

Transfer your investments to Interactive Investor then start to track and manage them all from one place.

Follow our Step by step guide to transferring your account.

What is a transfer?

A transfer is when you change the administrator of your investments to a different plan manager. Changing managers won’t affect your allowance for the current tax year or your tax benefits. 

How do I transfer funds or shares?

First, you’ll need to have an active Investment or ISA account with us. To open an account:

  1. Register with Interactive Investor
  2. On the Share Dealing or ISA sections, go to the Open an account page
  3. Apply for an Investment and/or an ISA account - this should only take five minutes
  4. You should then be able to access your new account straight away.

NB:  If you already have an Investment account you can simply add an ISA account
Once you’ve opened your account you can arrange to transfer in your other investments:

Once you’ve opened your account you can arrange to transfer in your other investments:

  1. For ISAs, print out, complete and return the ISA Transfer form to us
  2. For Investments, print out, complete and return the Investment Account Transfer form to us
  3. To be able to trade share certificates online, print out, complete and return the Share Certificates and Crest Transfer form(s)

How much can I transfer?

The minimum limit per transfer application is £20, there is no maximum amount.

Why transfer your investment to Interactive Investor?

  • Manage all your investments from one place
  • Get up-to-the-minute valuations of all your investments
  • Switch into new sectors and shares or funds whenever you choose
  • Change your investments without losing tax benefits
  • Reduce your paper work

Managing your investments in one place gives you greater access to your assets, so keeping track of them is quicker and easier-to-manage.

What is the difference between transferring investments as cash or units?

Transferring investments as cash

The cash transfer method is when your current provider sells your investment, the cash from the sale is transferred to Interactive Investor. Once the transfer is complete you can have the choice to reinvest in the same investment or to reinvest in a different share or fund. You will need to pay an initial charge when you purchase your new investment. The typical initial charge is 1% at Interactive Investor and is only £10 for a real-time UK trade.

Transferring investments as stock / units

The unit transfer method (also known as Inspecie), is when the name of the nominee account manager is changed from your current providers name and re-registered as Interactive Investor.

Can I transfer in Cash ISAs?

You can transfer in Cash ISAs by following the same process above. The transfer of Cash ISAs will usually complete in 2-3 weeks. Please note that whilst you can transfer Cash ISAs into an Investment ISA, the ISA regulations do not allow you to transfer back.