Transfer part of a Stocks and Shares ISA
You can transfer part of a Stocks and Shares ISA by downloading a transfer form and including a letter of instruction with your application.
What you need to know
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You can choose how your ISA is transferred:
- Transfer your ISA investments: We’ll transfer all your investments and cash as they are. If you hold funds, we’ll convert them to the lowest cost version we offer, once we receive them from your current provider. We will never convert you into a fund that’s more expensive than the one you already hold. There are no charges or tax to pay. Before transferring please read about converting funds here.
- Sell investments first: Your provider will sell your investments and transfer the cash. You won’t gain or lose from market changes until you reinvest your cash.
- An HL Stocks and Shares ISA is for people comfortable choosing their own investments. If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.
- Tax rules for ISAs can change, and their benefits depend on your circumstances.
- Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
- It’s a good idea to check if you’ll have large exit fees or will lose valuable guarantees or benefits before transferring.
What you need to have to hand
- Name of your ISA provider.
- Your account reference. This could be called a client ID or reference number.
By transferring to HL, you agree to our terms, so please make sure you've read and understood our: ISA Key Features (PDF), Terms and Conditions with tariff of charges (PDF), and investment risks. Please contact us if you have any questions.