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Can I transfer existing shares I hold to the HL Fund and Share Account?

Yes, you can transfer either an entire investment account or paper share certificates into a Fund and Share Account.

The fastest way to transfer an investment account is online. Or, you can send us a transfer form in the post.

We don’t charge anything to transfer to us, but it’s a good idea to check if your provider charges exit fees.

How it works

  1. Apply to transfer and we'll contact your provider for you.
  2. Once your transfer has started, we'll update you on progress and tell you when everything arrives.
  3. You can start investing when you’re ready.

Find out more about transferring

Transfer share certificates

To transfer your share certificates, you need to send us:

  • A completed CREST transfer form.
  • Your paper share certificates.

Please post them (we recommend using recorded delivery) to: Hargreaves Lansdown, One College Square South, Anchor Rd, Bristol, BS1 5HL.

If you don’t have one already, you’ll need to open a Fund and Share Account before you send your documents.

Still need help?

Call us on 0117 900 9000

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