This is a feature that allows you to transfer your shares to and from other brokers without having to close your positions.
📄 Notes
- 40% of all users have the feature available. The full release is delayed to ensure acceptable processing times
- Expected date of full rollout: 30 September 2024
- Cash transfers to and from 212 Stocks ISAs are available to all users
- Transfers to 212 Cash ISAs have been temporarily disabled. We will notify you when you can request such a transfer.
FAQs
How can I transfer my portfolio?
- Go to your Menu
- 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
🤓 Tip
We will then keep you posted on our progress in transferring your portfolio from or to Trading 212.
Are there any transfer fees?
We don't charge any fees. However, other brokers may have fees.
What type of transfers are supported?
They can be to and from Trading 212. You can transfer:
- Stocks (Invest account)
- Stocks & Cash (Stocks ISA)
- Cash (Stocks ISA and Cash ISA)
For most types, you can decide whether to make a full or partial transfer of your account.
❗️ Important
Stocks & cash transfers from a 212 ISA to another broker can only be for your full account.
Can I transfer my fractional shares?
You can only transfer whole shares, fractional share transfers aren't supported. If you want to move the remaining fractional shares value, you will need to sell and withdraw the cash.
📄 Note
If you decide to buy the same fractional shares with other brokers, they may have fees.
Can I transfer my portfolio to a different account type?
No, transferring shares from Invest to ISA or vice versa is not supported.
Can I transfer my portfolio to another person?
No. Transferring shares can happen only to and from accounts that belong to you.
What type of instruments can I transfer?
You can transfer all stocks and ETFs that are available on Trading 212.
Can I cancel my transfer?
- Transferring in: You can cancel your transfer if it's in the transfer request review or transfer arrangements state. Once it progresses to any other state, you can no longer cancel.
- Transferring out: You can cancel during the transfer approval process. Once it progresses to any other state, you can no longer cancel.
What brokers can I transfer shares from and to?
You can check the list 🔗 here.
How long does it take a transfer to be completed?
We aim to complete the transfers within 30 days. However, the transfer duration is also dependent on the other broker. In case of issues with the other brokers, such as inputting incorrect details, transfers may take longer.
Are there any risks with transferring my portfolio?
There is no inherent risk to the transfer process itself. However, once it becomes irreversible, you can't manage your positions until the transfer is completed, which could take several days or weeks.