Transfer investments to HL
One home for your investments
It’s easier to manage your investments when they’re in one place.
You’ll be able to track, trade or upgrade your investments, all with a single set of login details.
Tell us what you want to transfer and we’ll take care of the rest.
What investments can you transfer?
- Funds
- UK and overseas shares
- Corporate and government bonds
- Investment trusts
- Exchange Traded Funds (ETFs)
It's free to transfer investments to us
Your current provider may charge exit fees though, so it’s worth checking with them first - we wouldn’t want you to lose money.
How to transfer investments
The fastest way to transfer investments to a Fund and Share Account is online. Alternatively, you can send a transfer form by post.
Here's how transferring investments works:
- You apply to transfer
- We contact your provider and start the transfer
- We keep you updated with progress and tell you when everything arrives
A simple explanation of the most commonly asked questions about transfers to HL, including how the process works, your options and how long it takes.
Join over 1.7 million clients already with HL
- Security - we're a FTSE-listed company and the largest investment platform in the UK for private investors, with £123 billion in assets under administration
- Ease - check your Fund and Share Account anytime online or with the HL app
- Expertise - investment ideas and insights from our experts
- Award-winning - we've won over 200 awards, including Investing & Pensions Gold Award 2022 by Times Money Mentor and Best Online Stockbroker 2022/2023 by The Personal Finance Awards
- Ongoing support - speak to our UK-based customer support team if you have any questions, or pay for financial advice on where to invest
Investment transfer FAQs
Easy site to use, easy to contact customer services if needed.
MR RUSSELL, Brighton
Awards
SHARE DEALING CUSTOMER SATISFACTION WINNER
Finder Awards 2023
BEST ONLINE STOCK BROKER
The Personal Finance Awards 2022/2023
BEST FOR CUSTOMER SERVICE
Boring Money 2022 Best Buys
Help and support
If you have any questions about the HL Fund and Share Account, you can speak to one of our client support experts by calling 0117 900 9000.