How to transfer

ISAs or funds

It's free to transfer ISAs and funds from over 40 providers. If your provider is not listed please contact our Helpdesk or your existing provider to check transfer terms.

There are two ways to transfer ISAs or funds to Vantage:

As cash - your holdings are sold and the proceeds transferred to us as cash. You can then choose to reinvest as soon as we receive the money or hold it as cash and earn interest. It's important to remember that you will be out of the market whilst the transfer takes place.

As stock - your existing holdings are simply moved across to the HL Vantage Service exactly as they are.

You will retain the tax benefits of any ISAs transferred whether you transfer as stock or cash and your transfer will have no effect on the amount you can invest in your ISA this tax year.

Shares

If you hold share certificates you can transfer these into your Vantage Fund & Share Account at any time free of charge. Alternatively, you may hold shares with another broker. If this is the case then you can transfer these holdings into your Hargreaves Lansdown account as stock and we won't charge you anything to do this. Some brokers may levy an exit fee so be sure to check first.

Pensions

If you already have a pension and are looking for the opportunity to take control of your pension in the search for better performance and the resulting higher income when you retire, we believe the HL Vantage SIPP could be for you. For more information on the benefits of the Vantage SIPP and the types of pension you can transfer see 'Transferring to the Vantage SIPP'.