Transferring your current or previous years' ISAs to Freetrade is simple. What you need to do:
If you haven't already, open your Freetrade account
Open an ISA
Submit your transfer request
Click here to transfer on web
Click here to transfer via app
There is some information you will need to have to hand to complete the form. If you don't have the information to hand you will need to re-open the form at a later date.
You'll need to provide:
Your National Insurance number
Your existing provider's ISA reference number
The approximate transfer value
Things that are good to know:
You can transfer any existing cash, stocks and shares, or innovative finance ISA.
It’s free to transfer your existing ISA to Freetrade but before starting, you should check you will not lose valuable guarantees and that you understand any transfer charges that your existing provider may apply.
Important information
ISA rules apply. Tax treatment depends on current rules and may change. Before transferring, check for any exit fees or loss of benefits from your current provider.
Please be aware that if you transfer share classes that are not supported by Freetrade, they will be sold and the proceeds will be transferred as cash, which means you will be out of the market for a short period and may have to pay additional costs as a result.
If your investments are moved to us as cash, you will be out of the market while your money is being transferred, so you could miss out on growth and income if the market rises during this time. Currently, completion times can be up to eight weeks, but this could be longer as the process is reliant on prompt action by your existing providers whose time frames can vary.