Transfer your existing investments

ISA or Share Dealing Account

If you're looking to transfer investments or cash to us then you can use our simple and straightforward switching service.

Get started with a transfer

SIPP

Find out more about a pension transfer

Please remember that the value of an investment and the income from it can go down as well as up. The value could fall below the amount paid in. Pensions are a long-term investment. The benefits you receive will depend on a number of factors, including the value of your account when you decide to take your benefits which isn't guaranteed.

Why transfer to IWeb?

Why transfer to IWeb?

  • Low-cost accounts - with simple charges.
  • Simple - see and manage all of your investments in one place.
  • Easy - complete our online transfer form and we’ll do the rest.
  • International trading – no dealing commission is charged for international trades. FX rates still apply.

Transferring an ISA or Share Dealing Account

How it works

  • Simply sign in and complete our online transfer form.
  • Once your transfer is complete you’ll be able to see your investments online straight away, we'll also send you a letter to let you know it’s done.
  • You won't be charged to transfer in or out of IWeb.

Don't have an account yet?

If you're new to IWeb you will need an account before you can start your transfer to us.

Our accounts

Frequently asked questions about transferring

  • Simple transfers usually take 5 weeks to complete but complex transfers may take longer.

  • 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

    1. Complete our certificate transfer form (PDF, 47KB) and a Crest transfer form (PDF, 39KB).
    2. Sign your completed forms and then post them to us (with your share certificates).

    The Stock Administration Department
    IWeb  Share Dealing Limited
    12 Wellington Place
    Leeds
    LS1 4AP

    • 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.
     

    Irish Certificates

    Please note that we are unable to accept Irish certificates. For further assistance, please contact the company Registrar directly.