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Transfer a Cash and/or Stocks and Shares ISA to Shareview Dealing

Moving your money into our Shareview Dealing ISA is simple and hassle free and it takes less than 10 minutes to arrange

Transfer an ISA

Why transfer a Cash and/or Stocks and Shares ISA to Shareview Dealing?


If you have a Cash and/or a Stocks and Shares ISAs with another provider or even a number of providers, it makes sense to bring all your investments together in one place. The process is simple and hassle free and it takes less than 10 minutes to arrange.

However, the real difference between these two ISAs is significant when you compare the performance of cash against investing over the long-term.

Simply:
  1. Download and complete the relevant form
  2. Send the completed form to us
  3. We’ll take care of the transfer from your old provider to your Shareview Dealing ISA, keeping you informed every step of the way

If you don’t already have a Shareview Dealing ISA, please open one before you send the transfer form to us.

How long does the transfer take?


Cash ISA

The cash in a Cash ISA can take as little as five working days to transfer into your Shareview Dealing ISA and be ready to invest. Once you’ve completed the transfer form, we will be in touch with your existing provider to arrange the transfer.

Transferring from a Stocks and Shares ISA

The cash held within a Stocks and Shares ISA can take as little as five working days to transfer and be ready for you to invest. The stocks and shares may take up to 30 working days to complete:


What else do I need to know?

  • The timeframe of 30 working days to transfer investments only applies to Crest enabled stock
  • Cross border trades and Unit trusts may take longer
  • The speed of transfer is reliant on the other provider
  • We’ll keep your money invested in your chosen investments as long as we have the same investments on our platform. If we don’t, your investment will be sent to us as cash which you can then reinvest
  • Please remember that once the transfer has begun, you’ll be unable to switch, top up or sell the investments you’re transferring until the process is complete
  • You may need to contact your existing provider to ensure they close your old ISA

Why choose a Shareview Dealing ISA?


Great Value


We understand that you only want to pay for what you use, and not for items you don’t.


We also offer a range of free tools to help you compare and decide what to invest in your ISA.
And this is all part of our service, as standard, at no extra cost.
Making a Shareview Dealing Stocks and Shares ISA great value.

As easy as One, Two, Three


Depositing money from savings/current account

Top up your account in minutes using your debit card to deposit your money into your ISA.

  1. Log in to your Shareview Dealing account
  2. From your dashboard, select ISA from the drop down menu on the left then select 'payments'
  3. Use your debit card to top up instantly or easily set up a bank transfer from your nominated bank account

Protecting your investments


We are part of Equiniti Group PLC, a FTSE 250 company that is trusted by 60% of the top 100 UK companies and 25 million people.

We hold your money and investments safely and separately from our own assets. Your cash and investments belong to you and not anyone else and are easily identifiable from our own assets and the investments of other customers. You can be confident that your money is safe with us.

We are authorised and regulated by the Financial Conduct Authority.