Switching to IWeb share dealing
Now that you’ve decided to switch we need a few things from you in order to carry out the process quickly and efficiently. Follow the instructions carefully to ensure there are no hold ups with setting up your new account.
Step 1
Before we can transfer any investments, you will need to open the appropriate account with us first ...
Share Dealing Account >APPLY NOW>>
Self-Select Stocks & Shares ISA >APPLY NOW>>
Self-Select Funds ISA >APPLY NOW>>
IWeb SIPP >APPLY NOW – DOWNLOAD AN APPLICATION PACK>>
Step 2
Once you have applied for the account simply download, print out and complete one of the following transfer forms, signing it and returning it to the address on the form:
> Deposit paper share certificates into a Share Dealing Account
> Transfer your ISA to IWeb
> Transfer your SIPP to an IWeb SIPP
The transfer process and the timescale is largely dependent on your existing provider and the registrars of each stock held. You should be aware that you will be unable to deal any stocks being transferred whilst the transfer is pending. We accept no liablity for the loss of any opportunity during the transfer. Please note your existing provider may charge you a transfer fee.
Share Dealing
The value of your investments can go down as well as up and you may not get back the full amount you invest. If you are in any doubt about buying and selling shares we recommend you seek advice from an Independent Financial Advisor.