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Transfer to us

Transfer your investments

Make your investments easier to manage by transferring them to ii.

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Why transfer to us?
Simple, fair and clear charges
Easy access with just one login
One fee to cover multiple accounts

What investments can you transfer?

  • Investment accounts
  • Stocks and Shares ISAs
  • Cash ISAs
  • Pensions (find out more)
  • Shares
  • Investment Trusts
  • Unit Trusts

Open a SIPP by 30 June 2020 and pay no SIPP fee until April 2021. Find out more

How to transfer your investments

Transferring to us means you can take advantage of our straightforward pricing for all your investing. You can also track and monitor all your investments in one place.

1

Open an account

If you do not already have an account with ii, then you can open a Trading, ISA or SIPP to start your transfer. It only takes a few minutes to get started.

2

Start your transfer online

Our online transfer process aims to make it quick and easy to submit your request. 

3

We will take it from here

We will work with your current provider(s) and provide you with regular progress updates.

Have an interactive investor account and ready to start a transfer?

Simply log in to your account whenever you are ready and visit the 'transfers' section to start the process.

The best choice for value

Our charges are simple, fair and clear. The more you invest, the more our fair flat fees make sense. 

Research by The Lang Cat* into the long-term benefits of our Fair Flat Fees shows that you could save more than £30,000 in charges when compared to our largest competitor. That means you could retire earlier, go on the holiday of a lifetime or create an extra legacy for your family. 

Free to join or transfer

No charge to join ii, transfer investments or cash.

No exit fees

We will not charge you to transfer stock to another provider should you leave us.

Money for nothing

We give you £7.99 free credit each month to use against any trade, including dividend reinvestment.

Invest for free

Our regular investing service is free with any of our accounts.

Things to consider before transferring your investments

  1. Are there any exit fees, charges, penalties and benefits that could have a detrimental impact on your investments?
  2. Transferring in cash
    • as an investor, you will be out of the market for a time.
    • selling and repurchasing investments could mean paying additional charges.
  3. Transferring existing investment holdings
    • there could be a period of time when the investments cannot be accessed and, as an investor, you might not be able to respond to market movements.
  4. Transferring pensions
    • ensure you will not lose any valuable benefits, such as guarantees, and find out your exit fees before beginning.

If you are unsure about any of the above, we recommend seeking the advice of an independent financial adviser.

* Independent research by The Lang Cat: To see how investing with our Fair Flat Fees over 30 years in an ISA compares with other providers, The Lang Cat used: • The average ISA balance and typical top-up amounts, according to figures from HMRC; • Investment trades: 7 per year; •  A 50:50 split between shares and funds; • A 5% annual return in the portfolio.