Transfer your investments

If you have investments elsewhere, why not transfer them to us?

If you have investments elsewhere, why not transfer them? You’ll benefit from low annual fees, dedicated UK-based customer support and wide investment choice. Plus, your investments will be easier to manage under a single login and alongside your Barclays banking products.

Wake up your money

Enjoy up to £1,000 cashback

If you have investments or cash elsewhere, you can earn up to £1,000 cashback if you transfer them to us by 30 August. You’ll need to register your details and transfer a minimum value of £5,000. Pensions aren’t eligible. T&Cs apply.1

The value of investments can fall as well as rise and you may get back less than you invest. Tax rules can change and their effects vary depending on your individual circumstances. You should always check the costs involved before transferring and whether you’d lose any valuable benefits.

Why transfer your investments to Barclays?

With over 300 years of experience, you can rely on us to look after your investments when you transfer to Barclays to benefit from our award-winning Smart Investor accounts.1

  • View and check all your investment accounts in one convenient place and trade anytime online or within the Barclays app so there is no need to deal with multiple providers
  • It’s easy. Just tell us where you are transferring from and what you want to transfer and we will do the rest
  • Low fees - No charge to open the account and a simple annual customer account fee of 0.25% on investments up to £200,000 and 0.05% on investments above £200,000.
  • Benefit from the support from our UK-based call centre – if you need any help or support with a transfer our helpdesk is here for you
  • You could access more investments. You’ll be able to choose from thousands of funds, UK and international shares, including the US, Exchange Traded Funds (ETFs) and investment trusts or consolidate into one of our five Ready-made Investments.

How can I transfer my investments to Barclays?

Transferring to Smart Investor is simple. Just tell us where you are transferring from and what you want to transfer and we will do the rest.

  1. Open a Smart Investor account: to transfer in investments you will need to open the type of account you wish to transfer: a stocks & shares ISA, a General Investment Account or a SIPP
  2. Select “Transfer In Investments”: within your Investment ISA, General Investment Account or SIPP
  3. Provide your details: let us know your current provider and account details and the amount you wish to transfer.
  4. Transfer in cash or investments: decide if you want to transfer your assets in their current form or if you would like them to be sold and the cash proceeds transferred instead.
  5. We’ll do the rest: For the majority of transfers, that is all you need to do. We will then work with your current provider to move the cash/assets over. If they require signed paperwork, we will generate this for you and store it in Statements and documents for you to sign and return to us.

Transfer Timescales – The amount of time it takes to complete can vary depending on where you switch from. Typically it takes around 30 days although sometimes it can take longer.

Rest assured, if there are any delays, we will chase your existing provider to ensure the transfer completes as quickly as possible. Not all assets are transferred the same so you may notice some assets appearing in your account before others. This is normal and we will continue to work on your transfer until everything has been received.

What investments can you transfer?

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

You can also transfer shares certificates held in your name into a general investment account through the lodgement process, which will transfer your shares held in certificates to electronic shares.

Learn about Bed and ISA

A ‘Bed and ISA’ transaction is when you sell investments that you’re holding outside an ISA, then buy the same investments back within your ISA.

FAQs and further support

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Call us

If you have any questions, you can give us a call on 0800 279 36672