Useful forms

We know how annoying it can be when you need to print something off and can't find the link, so we've created a 'useful forms' area of the site. Unfortunately some transactions will still require signatures, forms and stamps.

I want to move my existing shares and funds to Interactive Investor

The form you need to download and complete if you want to move your holdings (shares or funds) to Interactive Investor from another adviser, platform or institution:

Investment Account Transfer

I want to move my existing ISA(s) to Interactive Investor

This is the form you need to download and complete if you wish to transfer any existing ISAs over to Interactive Investor from another adviser, platform or institution:

ISA Transfer form

I want to move my paper-based shares online

If you'd like to send us your paper share certificates so you can hold your shares online, download and complete the form from the link below and return to us with your share certificates (known as dematerialisation):

Share Certificates and Crest Transfer form(s)

Useful links

Register with Interactive Investor

Open an Account

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