Transfer funds and shares
Transferring investments to Bestinvest
You can easily transfer funds, shares and many other investments held outside of a pension or ISA into our General Investment Account. Simply complete the form below to download the necessary paperwork and begin the transfer.
Frequently asked questions
Which types of investment can I transfer to Bestinvest?
Can I transfer my investments into an ISA or SIPP?
- 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.