Understanding your portfolio transfer status

• In queue: Your transfer request has been received and is in the queue. The app will show your queue position and when we expect to start processing your request. 
• Transfer request to be sent to your provider: We’re reviewing your request. Once we finish, we’ll send it to your other provider.
• Transfer in progress: We’re working with your other provider to process your transfer. The time it takes may vary depending on their internal procedures and response times. They may contact you to confirm the request.
• Awaiting transfer funds: We’re waiting for your provider to send the funds. They may contact you to confirm the request. Once they send the money, it can take a few business days to reach us. We’ll add it to your account as soon as it arrives.
• Awaiting assets: Your assets are being transferred and will appear in your account once we receive them. Please note that Individual assets may arrive at different times.
• Awaiting cash: We’ve received your transferred holdings. We’re expecting to receive the cash part of your transfer. If no cash is received within 7 calendar days, the transfer will be considered completed automatically. If any payment is received after that time, it will be added to your account.
• Awaiting transfer documentation: We’re now waiting for a Transfer History Form from your previous provider. It confirms how much you’ve contributed to your ISA this tax year. Once we receive it, we’ll update your remaining ISA allowance if there have been any contributions in the current tax year. You can continue using your account as normal.
• Awaiting response from your provider: We’re waiting for your provider to respond so we can arrange the transfer of your assets. You may want to contact them to check the progress.
• Transfer documentation under review: Action required. We’ve emailed you with more information about your transfer. Please review it and reply so we can finalise it.
• Awaiting transfer form review: We found and corrected an issue with your transfer request form. We’ve generated a new one. Please review and sign it to continue the transfer.
• Transfer completed: Your assets or funds are now in your Trading 212 account. You can log in to view the details.
• Transfer cancelled or rejected: Your transfer has been cancelled or rejected. Please check your email for more information.

• Awaiting transfer approval: Follow the steps to review and approve the transfer. Should you not recognise this request, please contact us immediately.
• Transfer in progress: We’re working with your other provider to process your transfer. The time it takes may vary depending on their internal procedures and response times.
• Awaiting response from your provider: We’re waiting for your provider to respond so we can arrange the transfer of your assets. You may want to contact them to check the progress.
• Transfer completed: We’ve completed your transfer to your other provider. Your holdings have now been transferred out.
• Transfer cancelled or rejected: Your transfer has been cancelled or rejected. Please check your email for more information.

We may be waiting on a response from your provider. You may want to contact them to check the progress.

Please review and sign it to continue the transfer. You can track your request in the Trading 212 app.

• If you wish to cancel your transfer, you have 30 days to change your mind.
• If you want to cancel, contact us from your registered email address within 30 days, with “Cancellation” and your T212 SIPP account number in the subject.
• If you want to keep the transfer, no action is needed. You can log in to view your updated portfolio details.

If you have any questions about your transfer, visit our Transfers Help Centre section or contact us.