How do I transfer my investments from another broker?
We have become part of interactive investor. As a result, you can only transfer an account to us if you are already an existing customer of The Share Centre. simply fill in a transfer form and we'll do the rest.
Please note, we are aware that the following registrars may require their own forms to also be completed:
- Equiniti - Form E
- Capita - Change of Nominee Form
- Computershare - Uncertificated Withdrawal Form
Please contact them directly to find out if they are needed.
If you want to transfer shares currently held outside your ISA into an ISA for the current year, they firstly have to be transferred to a Share Account. Once the transfer is complete and you have opened an ISA, please contact our dealing team on 01296 41 42 43 to request an ISA switch.