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Fund and Share Account Transfer hero

Transferring

to HL

Simplify your life. Hold all your investments in one place with the UK's No. 1 stockbroker

Transfer now

Save time and money

See and deal all your investments in one, secure place, 24/7, online and on-the-go with the HL app. If you'd prefer a person, our Bristol-based helpdesk is on hand.

It's free to hold shares in the Fund and Share Account. Share dealing costs a maximum of £11.95 per UK deal online. We offer a low-cost reinvestment service. For funds, there's no dealing charges and a maximum annual charge of 0.45%.

View a full list of our charges

What you can transfer

  • Funds
  • UK and overseas shares
  • Corporate and government bonds
  • Exchange Traded Funds (ETFs)
  • Investment trusts
  • VCTs
  • Share certificates

How to transfer

It's easy to transfer to HL. First, please read the key features, terms and conditions (including tariff of charges) and important investment notes and check you will not incur excessive exit fees.

You can choose to transfer as stock or cash.

With a stock transfer, your investments will be transferred as they are. That keeps things simple, but just remember, you usually can't sell during the transfer, no matter what the market does.

With a cash transfer, your investments are sold and moved to HL as cash. You can then buy your investments back yourself, or instruct us to do it for you. With a cash transfer, you'll be out of the market while cash is held. So your money will be stable if the market falls, but if it rises you won't benefit.

I want to transfer to HL

If you're a client the fastest way to transfer to HL is online.

Alternatively, send us a transfer form, and we'll contact your provider and arrange the transfer for you.

Here's our full list of transfer forms.

Very helpful and knowledgeable staff; real people take calls - brilliant in this day and age. The best organisation I have ever dealt with in all my business life spanning 46 years.

MR SMITH, East Sussex

I’ve found all my involvement with Hargreaves Lansdown to be superb. I actually think the whole platform works exceptionally well and I frankly wouldn’t hesitate in recommending the company to anybody.

MR HASTINGS, Devon