Transferring Your ISA

Can I transfer my ISA to Netwealth?

You can transfer both your Cash ISAs and Stocks and Shares ISAs to Netwealth. In both cases, they will be managed by us as a Stocks and Shares ISA.
To transfer your ISA to Netwealth download, print and fill out our Stocks & Shares ISA transfer form. Once you have filled out and signed the form, it needs to be sent in the post to Netwealth Investments Limited, 60 Charlotte Street, London W1T 2NU.
If you have any further questions or need help filling out the form, please do not hesitate to contact us via the message centre in your account or by calling our Client Support team on 020 37954 747.

Do I have to sell my investments?

If you request a transfer to Netwealth we will instruct your current ISA provider to sell the investments that you hold with them and transfer the ISA as cash for us to invest. Your investment will not lose its ISA status and we will be able to make investments tailored to your selected goals.

Is there a Charge?

There is no charge to transfer into a Netwealth ISA. However, your current provider may levy a fee to transfer out. You should check this with them before requesting the transfer.

How long does it take?

If you are transferring a Cash ISA to the Netwealth Stocks & Shares ISA the transfer should take approximately 10 working days. If you are transferring a Stocks & Shares ISA it is likely to take between 2 and 4 weeks. The transfer time will depend on your current provider as they first have to sell the investments you hold with them before transferring.