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Transfer existing funds and shares

Transfer to Vantage

Make your investments
easier to manage

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

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

Transfer now

Why transfer to Hargreaves Lansdown?

  • Easier to manage

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

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

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

Transfer now

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. 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 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.

Transfer online

Transfer online

Available to existing clients with an online account

Transfer online

Transfer by post

Transfer by post

Available to new clients and all existing clients

Transfer now

Telephone

It's free to transfer investments from over 25 companies by telephone. Available to existing clients with online access.

What our clients say

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