Q: Can I transfer part of my portfolio?

Invest account: Transfers can be both partial and full. ISA account: If you transfer stocks and cash: incoming transfers may be partial and full for both - current and previous tax years. Outgoing transfers must always be in full. If you transfer cash: incoming and outgoing transfers may be partial and full for both - current and previous tax years.

Question 1

What is a portfolio transfer?

Accepted Answer

Portfolio transfers allow you to move your shares from broker to broker without placing any buy or sell orders.

If you have an ISA account, you can also transfer cash.

Question 2

How can I transfer my portfolio?

Accepted Answer

Just follow the step-by-step guide in the portfolio transfers section of the app. You can monitor the status of your current transfer from the portfolio transfer dashboard.

Question 3

Are there any transfer fees?

Accepted Answer

We don't charge any fees. However, other brokers may have fees.

Question 4

What type of transfers are supported?

Accepted Answer

You can submit both incoming and outgoing share transfers for Invest and ISA accounts.

Invest account: You can transfer only shares.
Stocks ISA: You can transfer both shares and cash.
Cash ISA: You can transfer only cash.

Question 5

Can I transfer part of my portfolio?

Accepted Answer

Invest account:
Transfers can be both partial and full.
ISA account:
If you transfer stocks and cash: incoming transfers may be partial and full for both - current and previous tax years. Outgoing transfers must always be in full.
If you transfer cash: incoming and outgoing transfers may be partial and full for both - current and previous tax years.

Question 6

Can I transfer my fractional shares?

Accepted Answer

You can only transfer whole shares, fractional share transfers aren't supported. If you want to move the remaining fractional shares value, you will need to sell and withdraw the cash.

When transferring your ISA account out, you will need to sell your fractional shares.

If you decide to buy the same fractional shares with other brokers, they may have fees.

Question 7

What type of instruments can I transfer?

Accepted Answer

You can transfer all stocks and ETFs that are available on Trading 212.

Question 8

Can I place orders with instruments that are part of my transfer?

Accepted Answer

You won't be able to place any orders on instruments that are part of an ongoing transfer as that may cause issues and delays with processing the transfer.

Question 9

Can I cancel my transfer?

Accepted Answer

When transferring in, you can cancel your transfer if it's in the transfer request review or transfer arrangements state. Once it progresses to any other state, you can no longer cancel.

When transferring out, you can cancel during the transfer approval process. Once it progresses to any other state, you can no longer cancel.

Question 10

How long does it take a transfer to be completed?

Accepted Answer

We aim to process portfolio transfers as quickly as possible. However, the transfer duration is also dependent on the other broker. In case of issues with the other brokers, like inputting incorrect details, transfers may be delayed by weeks or even a month.

Question 11

Are there any risks with transferring my portfolio?

Accepted Answer

There is no inherent risk to the transfer process itself. However, once it becomes irreversible, you can't manage your positions until the transfer is completed, which could take several days or weeks.

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Frequently asked questions

What is a portfolio transfer?

Portfolio transfers allow you to move your shares from broker to broker without placing any buy or sell orders.

If you have an ISA account, you can also transfer cash.

How can I transfer my portfolio?

Just follow the step-by-step guide in the portfolio transfers section of the app. You can monitor the status of your current transfer from the portfolio transfer dashboard.

Are there any transfer fees?

We don't charge any fees. However, other brokers may have fees.

What type of transfers are supported?

You can submit both incoming and outgoing share transfers for Invest and ISA accounts.

Invest account: You can transfer only shares.
Stocks ISA: You can transfer both shares and cash.
Cash ISA: You can transfer only cash.

Can I transfer part of my portfolio?

Can I transfer my fractional shares?

What type of instruments can I transfer?

You can transfer all stocks and ETFs that are available on Trading 212.

Can I place orders with instruments that are part of my transfer?

You won't be able to place any orders on instruments that are part of an ongoing transfer as that may cause issues and delays with processing the transfer.

Can I cancel my transfer?

How long does it take a transfer to be completed?

We aim to process portfolio transfers as quickly as possible. However, the transfer duration is also dependent on the other broker. In case of issues with the other brokers, like inputting incorrect details, transfers may be delayed by weeks or even a month.

Are there any risks with transferring my portfolio?

There is no inherent risk to the transfer process itself. However, once it becomes irreversible, you can't manage your positions until the transfer is completed, which could take several days or weeks.

Transfer your portfolio from and to other brokers

Start building wealth now

Join over 5 million clients

Frequently asked questions

What is a portfolio transfer?

Portfolio transfers allow you to move your shares from broker to broker without placing any buy or sell orders.If you have an ISA account, you can also transfer cash.

How can I transfer my portfolio?

Just follow the step-by-step guide in the portfolio transfers section of the app. You can monitor the status of your current transfer from the portfolio transfer dashboard.

Are there any transfer fees?

We don't charge any fees. However, other brokers may have fees.

What type of transfers are supported?

You can submit both incoming and outgoing share transfers for Invest and ISA accounts. Invest account: You can transfer only shares. Stocks ISA: You can transfer both shares and cash. Cash ISA: You can transfer only cash.

Can I transfer part of my portfolio?

Can I transfer my fractional shares?

What type of instruments can I transfer?

You can transfer all stocks and ETFs that are available on Trading 212.

Can I place orders with instruments that are part of my transfer?

You won't be able to place any orders on instruments that are part of an ongoing transfer as that may cause issues and delays with processing the transfer.

Can I cancel my transfer?

How long does it take a transfer to be completed?

We aim to process portfolio transfers as quickly as possible. However, the transfer duration is also dependent on the other broker. In case of issues with the other brokers, like inputting incorrect details, transfers may be delayed by weeks or even a month.

Are there any risks with transferring my portfolio?

There is no inherent risk to the transfer process itself. However, once it becomes irreversible, you can't manage your positions until the transfer is completed, which could take several days or weeks.

Portfolio transfers allow you to move your shares from broker to broker without placing any buy or sell orders.

If you have an ISA account, you can also transfer cash.

You can submit both incoming and outgoing share transfers for Invest and ISA accounts.

Invest account: You can transfer only shares.
Stocks ISA: You can transfer both shares and cash.
Cash ISA: You can transfer only cash.