Can I transfer an existing ISA to iDealing?
The Stocks and Shares component of existing ISAs can be transferred to iDealing. Before requesting a transfer, you should be aware of the following: • Your existing ISA Manager may charge you for the transfer. • Electronic transfers of holdings from other ISA Managers (where eligible) are free of charge. A £5.00 charge is levied on transfers into iDealing accounts of certificated holdings. This is charged per stock/registration, not per certificate. • You may need to liquidate holdings in your existing ISA account before it can be transferred to iDealing due to stock eligibility. • The transfer process may take varying lengths of time to complete depending on the stocks held and any pending transactions. To transfer the Stocks and Shares component of an existing ISA: • Fill in the appropriate online ISA application (go to Open an Account ) and we will post the Client Agreement forms for you to sign. • You will receive one set of transfer forms with the application. If you wish to trans
