Interactive Investor

Transfer forms

All the forms you need to transfer your accounts to us

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.

Before you start: how to return your forms

  • The easiest way to send PDF or paper forms is by secure message - find out how.
  • Forms sent to us by post may take longer to process.

SIPP transfer form

A step by step guide to transferring your SIPP to us

Junior ISA / Child Trust Fund Transfer request

Download and complete to transfer your Child ISA or Child Trust Fund to us