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Transfer your investments

Having all your investments in one place makes it easier to manage your funds. If you're looking to transfer a Cash ISA, a Stocks and Shares ISA or any other investments to us, we'll help make the process as straightforward as possible.

How to transfer your investments to Standard Life Self Investor

If you already hold an ISA you can transfer all or part of this into our Stocks and Shares ISA. Or if you hold investments outside of an ISA you can transfer all or part of this into our Trading Account.

Both our Stocks and Shares ISA and Trading Account should be considered as a medium to long-term investment of at least 5 years. The value of investments can go down as well as up and you could get back less than you invest.

The minimum amount you can transfer is £100.

Managing your transfer

We'll arrange the transfer for you by liaising with your current provider, so once we have your signed transfer form you won't need to do anything. Please don't withdraw money from your current ISA to reinvest with us as it will come out of this year's ISA allowance.

Important information

We'll transfer your investments as long as we offer the same funds. If we don't, we'll arrange for your current provider to sell your funds or investments and transfer across as cash for you to invest in new funds.

If you transfer as cash you'll be out of the market until the transfer is complete. You won't lose out if the market falls but your money won't be subject to any income or growth if the market rises in this period.

If you're transferring funds you'll remain invested during the transfer. You'll be unable to switch or sell these funds while the market falls or rises during this time.

We'll be in regular contact with your current provider and keep you updated on the progress of the transfer. You can check how your transfer is progressing by logging in to your account and selecting 'Manage portfolio' from the main menu and then 'Transfer status' from the drop down menu.

Starting your transfer

Want help with your transfer or wish to do a partial transfer?

Call us on 0800 1522 522 and one of our dedicated team will help you start your transfer.

Want to set up the transfer yourself?

If you prefer, you can set up the transfer yourself. The 4 steps below will walk you through the process.

What you'll need:

  • Your National Insurance number
  • The details of the investments or ISA(s) you want to transfer to us

4 steps to transfer

Step 1

Step 2

Click on 'Manage portfolio' and select 'Transfer to Standard Life Self Investor' from the drop down

Step 3

Follow the steps on screen.

Step 4

Print, read and sign the confirmation form, then return it to us.

If you have any questions about transferring your investments to Standard Life Self Investor, call 0800 1522 522 to speak to our team, or view our FAQs for more information.