Step-by-Step Guide to transferring your Investments
Transfer your investments to Interactive Investor for our low-cost, flexible service (see terms and conditions below).
Step One: Open an ISA 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.
Step Two: Transfer your Investments to us
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. If you wish to transfer your share certificates to our online service, print out, complete and return the Share Certificates and Crest Transfer form(s)
4. Our internal transfer form allows you to transfer the beneficial ownership of shares or funds you own to another person. Internal Transfer Form
You can also access these transfer forms in the Account Admin section of your Investment and ISA account.
Step Three: Continue investing with our low-cost, flexible service
Over 1,900 funds to choose from - save up to 100% on initial fund fees
- Buy new shares for just £1.50 with Portfolio Builder
- Regular investment plans for funds and share dealing
- Investment Ideas and trading research to support your decisions
