Transferring Your ISA

We make transferring existing ISAs to Charles Stanley Direct simple and easy. Reduce your administration and manage all of your investments in one place.

Trade in Stocks & Shares and Funds on the go with our App

How to Transfer

After reading our Terms of Business, register and open an account online.
Print, complete and return the ISA Transfer Form(s).

We then contact your existing ISA provider to arrange the transfer of assets.
The transfer turnaround time will depend upon the assets held with your existing provider.
Once both the cash and the investments have been received we will notify you.

What are the benefits of transferring?

Low Costs

We offer share dealing from £11.50 per trade, free fund dealing and a maximum platform charge of 0.35% per annum.

Ease of management

Take complete control over your investment strategy by managing all of your investments online in one place.

An opportunity to review poor performers

When transferring take a minute to consider your portfolio and think about investments with more potential.

Consolidation

Transfer and consolidate all of you existing investments under one roof minimising your paperwork and administration.

If you have any doubt as to whether transferring an existing investment is a suitable course of action, please seek professional financial advice. Please note we recommend that you check with your existing provider to see if any charges are levied for transferring to us.

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