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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

When you transfer you can choose whether you'd like to keep your investments, or sell them and invest the cash again later.

Transfer as is: We'll move your investments and any cash exactly as they are. During the transfer you won't be able to buy or sell investments.

Sell investments, then transfer: We'll ask your provider to sell your investments, then transfer the cash. You won't lose or gain from market changes until you're invested again.

I want to transfer to a Fund and Share Account

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

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

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