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Can I transfer my ISA from another bank or broker to Trading 212?


Yes, you can start the process directly from the mobile or web app. For Stocks ISA & Invest: Select ‘Stocks ISA’ and go to 'Portfolio transfers'. For Cash ISA: select the central icon from the bottom menu bar.  

What are the supported ISA transfer types?

 

We support 'In specie' (Stock) and 'Cash' transfers.

 

Can I transfer my existing stocks, or do I have to sell them and transfer cash?

 

Depending on the provider from which you wish to transfer, you'd have both options.

How do I request an ISA transfer to Trading 212?

 
In specieCash transfer
  1. Open your account menu.
  2. Tap Portfolio transfer.
  3. Select In-specie transfer.
  4. Choose the subscriptions (current and/or previous tax years).
  5. Decide whether to include uninvested cash.
  6. Select the assets you want to move.
  7. Enter the quantity and price (average cost or price on arrival, this will reset your profit/loss).
  1. Open your account menu.
  2. Tap Portfolio transfer.
  3. Select Cash transfer.
  4. Choose the subscriptions (current and/or previous tax years).
  5. Select if the transfer will be full or partial.
  6. For partial transfers, define the amount from current and/or previous tax years.

What happens after I follow the steps? 

 
  1. You’ll receive confirmation once your form is reviewed.
  2. We’ll send your transfer request to your existing provider.
  3. You’ll get updates in the app as your transfer progresses.
  4. We’ll notify you as soon as your stocks or cash arrive.

Is there a transfer fee?

 

We don’t charge any fees. However, your other provider might so it’s worth checking with them before you submit a transfer. If you transfer as cash, be aware you may incur losses from selling and repurchasing assets.

How is the transfer going to affect my allowance?

 

Transferring doesn’t count towards your ISA allowance, which is £20,000 in the 2024/2025 tax year. You can transfer an ISA at any time in the tax year. 

Can I cancel an ongoing transfer?

 

Yes, to cancel your transfer, you can follow the instructions below:

  • Cash ISA: Go to Portfolio Transfer Tab→ Select the Ongoing Transfer → Tap Cancel Transfer
  • Invest/S&S ISA: Open the Menu → Go to Portfolio Transfer → Select the Ongoing Transfer → Tap Cancel Transfer

📄 Note

Investments aren't as secure as cash. They can go down as well as up in value, so you could get back less than you put in.

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