Transfer your existing investments
What would you like to transfer?
Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested. We don't provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.
Frequently asked questions about transferring
Most transfers can be completed electronically. Our usual timescales for electronic transfers of cash and UK shares is around 10 working days. Fund and international shares can take longer.
If your current broker is unable to transfer electronically it can take around 6 weeks for cash and UK shares. Fund and international shares can take up to 10 weeks.
Please be aware, we’re currently experiencing transfer delays of up to 3 weeks to log your transfer and up to 12 weeks to complete due to unprecedented demand for our service.
If you’re transferring funds to us from another broker we might hold a different fund class than the one you hold now. This means we may need to convert your fund into a class that can be transferred, which may be more expensive or could be cheaper. We do this to make sure your fund does not have to be sold as part of the transfer. Once the transfer is complete, we’ll make sure that you hold the cheapest fund class we have available for investment.
What you need to do
- Complete our certificate transfer form (PDF, 47 KB) and a Crest Transfer Form (PDF, 39 KB).
- Sign your completed forms and then post them to us (with your share certificates).
The Stock Administration Department
IWeb Share Dealing Limited
Lovell Park Road
- We can only transfer stock where the name on the certificate matches the name on the account.
- We also recommend that you send your certificate by recorded delivery as we accept no responsibility for the loss of any certificates.
Once your transfer is complete you will be able to see your investments online straight away, we’ll also send you a letter to let you know.
How long does it take?
Once we’ve received your certificate(s) they will be deposited into your account within 15 working days.
Please note that we are unable to accept Irish certificates. For further assistance, please contact the company Registrar directly.