⏳ Gradual rollout in progress
We're gradually rolling out from 15.02 to an increasing number of users.
We're delaying the portfolio transfers feature's full rollout to ensure acceptable processing times.
Expected date of full rollout: 14 June 2024. Follow the progress👇
⭐ User rollout
Currently, 40% of all users have the feature available.
Note: ISA Cash transfers are available to all users.
What is a portfolio transfer?
It is a feature that allows you to transfer your shares to and from other brokers without having to close your positions.
What will be the supported account types?
Both Invest and ISA accounts support portfolio transfers.
How will I transfer my portfolio?
- Go to the ‘Menu’ tab in your account
- Select ‘Portfolio transfers’
- Choose which type of transfer you wish to execute
- Choose the assets you wish to transfer
- Sign the electronic transfer request form and confirm
We will then keep you posted on the progress we make in transferring your portfolio from or to Trading 212.
What will be the supported transfer types?
Both incoming and outgoing.
- Invest - Only share transfers
- ISA - Both share and cash transfers
Invest Transfers
| Incoming | Outgoing |
|
Partial Transfer Full Transfer |
Partial Transfer Full Transfer |
Stocks & Cash Transfers (ISA)
| Tax Year | Incoming | Outgoing |
| Previous tax year |
Partial Transfer Full Transfer |
Full Transfer |
| Current tax year | Full Transfer | Full Transfer |
Cash Transfers (ISA)
| Tax Year | Incoming | Outgoing |
| Previous tax year |
Partial Transfer Full Transfer |
Partial Transfer Full Transfer |
| Current tax year | Full Transfer | Full Transfer |
Will I be able to transfer fractional shares?
Only whole shares can be transferred. If you wish to transfer positions with fractional shares, they will need to be sold to the nearest whole number.
Will I be able to transfer my portfolio to a different account type?
No, transferring shares from Invest to ISA or vice versa is not supported.
Will I be able to transfer my portfolio to another person?
No. Transferring shares can happen only to and from accounts that belong to you.
What are the supported portfolio transfer instruments?
All instruments tradeable on Trading 212 will be available for transfer.
What brokers will I be able to transfer shares from and to?
You can view the full list of brokers here.
If your broker is not on this list, feel free to contact us for more details.
How long will it take for my portfolio to get transferred?
We will aim to complete the transfers within 30 days. Note that there might be delays on your other provider’s side.