New client offer. Pocket a £150 voucher when you open a Stocks and Shares ISA with £10,000+ by 10 December. Terms apply. Learn more
TRANSFER TO AN HL STOCKS AND SHARES ISA
Combine your ISAs with our award-winning ISA
Make managing your investments easier with the UK's #1 investment and savings platform.
Important information - Investing for 5+ years increases your chances of positive returns compared to cash savings. But investments rise and fall in value, so you could get back less than you put in. You’re responsible for your investment decisions. Tax benefits depend on your circumstances and rules can change. This isn't personal advice - please ask us for advice if you're not sure what's right for you. Before transferring, check for any loss of benefits or excessive exit fees.
Important information - Investing for 5+ years increases your chances of positive returns compared to cash savings. But investments rise and fall in value, so you could get back less than you put in. You’re responsible for your investment decisions. Tax benefits depend on your circumstances and rules can change. This isn't personal advice - please ask us for advice if you're not sure what's right for you. Before transferring, check for any loss of benefits or excessive exit fees.
Why transfer your ISA to HL?
Unlock better potential returns through wide investment choice and reduced fees - and make managing your investments simpler with HL.
Unlock better potential returns
Choose from a wide range of investments - funds, shares, ready-made options, and more, for greater growth potential.
Easy management
Track and manage your ISAs in one place online or with the HL app.
Save on fees
Combining ISAs can reduce fees, potentially saving you money in the long run. Plus, transferring is free and won't count towards your ISA allowance.
Pocket your £150 John Lewis voucher
This offer is exclusively for new HL clients.
Add £10,000 or more to a new HL Stocks and Shares ISA and you’ll get a £150 John Lewis e-voucher on us.
To qualify:
Open your account with a cash payment or start your ISA transfer by 10 December 2025.
If transferring, your ISA must be received by us by 31 January 2026.
Need more time for your transfer to complete? Contact us for a transfer extension. You'll then have until 28 February 2026 to start your transfer and until 30 April 2026 for your transfer to complete.
We’ll email your voucher by 14 March 2026, or 10 June 2026 if you requested a transfer extension. See full terms
It’s free to transfer to us. Check for exit fees from your current provider and whether you’d lose any valuable benefits.
If you withdraw or transfer money out of your ISA before 31 January 2026 (30 April 2026 for extensions), you won’t receive the voucher if this takes your account balance below £10,000.
What can I transfer to an HL Stocks and Shares ISA?
You can transfer:
Stocks and Shares ISAs
Cash ISAs
Innovative Finance ISAs
Share certificates
How to transfer to an HL Stocks and Shares ISA
Once you’ve decided you want to transfer to us, you’ll usually just need to complete a simple online form – it only takes minutes. You'll need the name of your current provider and account or reference number.
You don't need to tell your current provider you're transferring - we'll do that for you.
You can either transfer your current investments as they are or sell them.
If you choose to sell them, you'll be able to choose your investments during the application – or you can wait until your transfer is complete to make your decisions.
Just remember not to change your investments while your transfer is in progress, or this could cause a delay.
Once we’ve got your transfer details, we'll work with your current provider to complete the transfer to HL. Most transfers take two to six weeks. We’ll keep you updated along the way and contact you if we need anything.
Transfer your investments today
Join over 990,000 clients who've chosen our Stocks and Shares ISA.
Pay no set up fees
FREE
We don't charge anything when you transfer your accounts to us, and you won't pay set up fees.
Make sure to check for any exit fees from your current provider and compare all charges before deciding to transfer.
Our standard account charge is no more than 0.45%. Buying and selling funds is free. Other investment charges may still apply.
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Our clients trust us with over £155bn of their savings and investments.
Experience and security
Enjoy peace of mind. We've been helping clients save and invest securely for over 40 years.
Award-winning service
Over 200 awards, including 'Best Investment App' and 'Best for Customer Service' for 2025.
ISA transfer FAQs
Common questions about transferring to an HL Stocks and Shares ISA.
Still have more questions about transferring? Read more in our help section or contact our helpdesk.
You can transfer all or part of your ISA, if your current provider allows it. Transferring doesn't count towards your annual ISA allowance.
Transfers typically take two to six weeks, but some may take longer depending on your current provider and the complexity of the transfer.
Your transfer may take longer due to:
Mismatched personal details, e.g. name, address, National Insurance number, date of birth.
Account type differences, e.g. joint accounts must transfer to joint accounts.
Missing or incorrect account/reference numbers.
Trading activity during the transfer process.
Outstanding fees on the account.
Current provider's name
Your account or reference number
Approximate value of your investments
Type of account you’re transferring
You can usually choose between transferring all the investments with your current provider, or only some of them. This will leave your existing account open. Please note that some providers may not allow partial transfers. If this is the case, we'll be in contact with you to confirm. You may wish to check if a partial transfer is possible with your current provider before starting your transfer.
If you're requesting a partial transfer, you'll need to do this over the phone by calling us on 0117 906 7816 or via a transfer form and cover letter in the post.
Yes. When transferring to HL, you'll usually have two options:
Transfer as stock: Your investments are moved to HL without being sold, so you stay invested throughout the process.
Transfer as cash: Your investments are sold, and the resulting cash is transferred to HL. You can then choose how to reinvest the money once it arrives.
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