What investments can I transfer to you?

You can transfer any funds, shares, ETFs and investment trusts held in an ISA or investment account with another provider, as long they're available on Smart Investor.

You can also transfer shares certificates held in your name into an Investment Account through the lodgement process, which will transfer your shares held in certificates to electronic shares.

Before transferring your investments, find out about any charges, exit penalties, benefits you may lose or investments that you can’t transfer to us. More on transferring