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Transfer to Vantage

Transfer existing funds and shares

It's easier to manage your investments when you can see them all in one place.

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Why transfer to Hargreaves Lansdown?

  • Easier to manager

    See all of your funds and shares together on one online account, or using our smartphone and tablet apps

  • FREE to hold shares in the Vantage Fund and Share Account

    Plus low fund charges. View our Fund and Share Account charges

  • One consolidated tax certificate

    Make your tax return easier to complete

  • Low dealing charges

    No dealing charges when you buy and sell funds, plus a low-cost dividend reinvestment service. Deal shares from £5.95 and never more than £11.95 per deal online. More about the Vantage Fund and Share Account

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What can you transfer?

  • Funds
  • Shares
  • Investment trusts
  • Bonds/Gilts
  • ETFs
  • VCTs
  • Share certificates

How to transfer

If you wish to transfer, simply read the Key Features, Terms & Conditions and Important Investment Notes.

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 while the transfer takes place. 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 all 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.

Transfer now

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