Transfer your investments

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

If you have investments elsewhere, why not transfer them to us? Having everything in one place can help you take control of your investments, manage risk across your accounts and benefit from seeing all your finances in one place.

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 in order to benefit from ouraward-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
  • 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, stocks and shares, 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: 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
  4. Transfer in cash or investments: let us know who your current provider is, what your account details with them are and the amount you wish to transfer
  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 broker to move the cash/assets over. If your current provider requires signed paperwork, we will generate this for you and store it on 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 current 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

Say hello to international shares

You can now buy and sell shares across 10 international exchanges, all on one easy investment platform.

Investments can fall as well as rise.

Already have an account?

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Call us

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