Keep it simple - transfer your ISAs
You may want to have all your investments in one place, so they're easier to manage. Or perhaps you're looking to do more with your Cash ISA.
As a FTSE 100 company, we're already trusted by over one million clients. With us, you’ll have a secure home for your ISAs.
Luckily, transferring an ISA isn't difficult. Just let us know you'd like to transfer below and we'll take care of the rest.
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
Which ISAs can I transfer?
You can transfer Cash ISAs and Stocks and Shares ISAs to us.
Transferring doesn't count towards your ISA allowance.
It's free to transfer an ISA to us
Your current provider may charge exit fees though, so it’s worth checking with them first - we wouldn’t want you to lose money.
Also, if you’re transferring a fixed rate cash ISA, remember that if you leave before the end of the term, you may have to pay a fee.
Transferring a Cash ISA
If you've got enough saved for a rainy day and are thinking about investing, it could be sensible to transfer a Cash ISA to a Stocks and Shares ISA.
Interest rates on Cash ISAs have been low for years, but with a Stocks and Shares ISA you have the opportunity to grow your money over the long term. Just remember, unlike cash, investments can fall as well as rise so you could lose money.
Transferring a Stocks and Shares ISA
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 ISA investments, then transfer the cash. You won’t lose or gain from market changes until you're invested again.
Whether you transfer investments or cash in an ISA, transferring doesn't count towards your ISA allowance.
I want to transfer a Stocks and Shares ISA
If you're a client, the fastest way to transfer a Stocks and Shares ISA is online.
Alternatively, send us a transfer form, and we'll contact your provider and arrange the transfer for you.
You can find a full list of all our transfer forms here.
- Security - we're a FTSE 100 company, trusted by over one million clients
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*Average Oct-Dec 2018
I am a first time investor in stocks and shares and have gained a lot of confidence investing with HL.
MRS HILL, Kent
ISA transfer rules
Transferring your ISA is a simple process, but there are a few rules you might need to know.
How much of my ISA can I transfer?
You can move as much of your ISA from previous tax years as you like. However, if you’d like to transfer money you already put into your ISA this tax year, you’ll need to transfer all of this year’s pot together.
How long does it take to transfer?
It typically takes just over 3 weeks to transfer an ISA. We’ll contact your provider for you, and we’ll let you know when your HL Stocks and Shares ISA is open.
How does transferring affect my ISA allowance?
Transferring doesn’t count towards your ISA allowance, which is £20,000 in the 2019/2020 tax year. You can transfer an ISA at any time in the tax year.