Transferring investments to Bestinvest
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest.
With all your investments in one place, it can be easier to manage through one online platform with one set of login details.
You can track your performance and buy, sell or switch your investments.
What investments can you transfer?
- Funds
- ETFs
- Investment trusts
- Most UK-listed shares
How much does it cost to transfer?
Transferring to Bestinvest is free but your current provider may charge exit fees so it's worth checking with them before you
How to transfer investments
The fastest way to transfer investments is online.
- You apply to transfer
- We contact your provider and start the transfer
- We keep you updated with progress and tell you when everything has moved across
Alternatively you can fill in the paperwork and send it to us in the post or via email.
Investment transfer FAQs
Yes, you can transfer existing SIPPs and ISAs into our ISA and SIPP accounts. If your investments are held in other accounts, you can transfer them using a Bed & ISA or Bed & SIPP transaction:
• A Bed & ISA transaction allows you to sell existing investments held outside an ISA and use the proceeds to open or top up an ISA account. You can then choose to buy the same investment back, choose another investment instead, or simply hold the cash within your ISA account.
• A Bed & SIPP lets you top up your pension by using your existing investments as SIPP contributions. You sell your investments and use the proceeds to open or top up your SIPP account. Then, you can buy the same investments back, select different ones or simply leave the cash in your account for future investing.
It takes 2-6 weeks depending on your provider and the assets you hold.
Speak to us about transferring funds and shares
Get in touch if you have any questions or need some help transferring your investments to Bestinvest:
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