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Transfer your investments to Hargreaves Lansdown

Transfer to Vantage

Transfer and make your life easier

Holding your investments in one place can give you more time to enjoy the things you love

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Important information
In Vantage you make your 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 personalised advice.

Why transfer to Hargreaves Lansdown?

What can you transfer?
  • Stocks & Shares ISAs
  • Junior Stocks & Shares ISAs
  • Cash ISAs
  • Funds
  • Shares
  • Pensions & drawdown

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£50,000 prize draw

Five chances to win up to £10,000. Open, top up or transfer to a Vantage account to be entered into our prize draw. Act by 31 August. (Terms apply)



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

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Telephone

It's free to transfer funds (unit trusts and OEICs) held inside or outside from an ISA from over 30 companies by telephone. Find out more

Watch our videos on how to complete a transfer form

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