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Transfer your investments to HL

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Important information
Our service is designed for investors who want to make their own investment decisions. Investments can go down in value as well as up so you could get back less than you invest. Before transferring, please ensure you won't incur excessive exit fees. If you are transferring a pension please also check you will not lose any valuable guarantees or benefits. If you are unsure if an investment is suitable for you, please contact us for personal advice.

Why transfer to Hargreaves Lansdown?

What can you transfer?

  • Stocks and Shares ISAs
  • Junior Stocks and Shares ISAs
  • Cash ISAs
  • Funds
  • Shares
  • Pensions and drawdown
  • Help to Buy ISAs can be transferred to the HL Lifetime ISA

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How to transfer

If you wish to transfer, simply read the Key Features, Terms & Conditions and Important Investment Notes. If transferring a pension also read the Common Transfer Declaration and Transfer Checklist (in the Key Features) and check you will not incur excessive exit fees or lose valuable guarantees or benefits.

Pensions are transferred as cash, unless otherwise arranged. ISAs, funds and shares can usually be transferred as stock (where you remain invested) or cash. When transferring as cash you are out of the market for a period. This may work in your favour if the market falls, but if it rises you will not benefit from any growth while you hold cash.

Transferring your existing investments to Hargreaves Lansdown is easy.

  1. Select the investments you wish to transfer.
  2. If your investment can be transferred electronically online, there will be no further paperwork for you to complete and we will proceed with the transfer.
  3. If your investment cannot be transferred online, you will be provided with a pre-completed form that you simply need to sign and return to us.

We'll write to you to confirm receipt of your application and contact your existing investment provider to arrange the transfer. There's nothing more you need to do - we'll be in touch as soon as your investments have been moved to your HL Account.

Prefer to transfer by post? You can find our transfer forms here.

If you have any questions about the application you can call our Helpdesk on 0117 900 9000 and we'll be happy to help.

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