How do I move my investment from one fund to another?

Barclays Stockbrokers

If your investments are held with Barclays Stockbrokers, you can instruct us to buy and sell investments online once you’ve logged into your account.

Alternatively, you can call us on 0800 279 6551* or 0141 352 3909* to arrange switching your investment funds.


Barclays direct investing

You need to sell the fund you no longer want to hold and then buy the other fund. Funds go through a settlement process, so once you place the instruction to sell, you need to wait for it to settle. When the cash from the sale is available, you can then place the instruction to buy the other fund.