Make Selftrade your first choice
Move to Selftrade and we’ll help towards your transfer costs.
You'll pay just £12.50 for online trades (telephone dealing fees start from £17.50, see our Price List for full details) and an Annual Management Fee of £35 plus VAT which includes three free trades in the month the fee is charged. The Management Fee covers all of your trading accounts with Selftrade, so if you have a Dealing account, a Shares ISA and a SIPP Dealing account for instance, you will only pay one fee of £35 plus VAT. For children, our Stakeholder CTF has a 1.5% maximum annual charge, which includes all Legal and General UK Index Trust charges; Selftrade’s Annual Management Fee is not charged on Cash ISAs or CTFs.
Please bear in mind that:Transfer your Dealing, SIPP Dealing* and Shares ISA accounts to Selftrade and we'll pay a maximum of £100 per individual account type. We'll make the payment into your Selftrade Dealing account once we've seen the final statement showing the transfer out charges. The refund offer applies to all transfer requests submitted in writing to Selftrade. Selftrade reserves the right to terminate or amend the offer at its discretion.
Just send in the exit statement and we'll credit your Selftrade Dealing account.
We also offer refunds of up to £100 on transfer costs of Investment Club dealing accounts.
If your exit charges are likely to be higher than £100 for each type of account, please call us and we will see what we can do.
*Please note that refunds are paid in relation to the transfer of SIPP Dealing accounts (and the assets held therein) to Selftrade, not for transferring between SIPP Administrators or Trustees.
Transferring your account is easy. Print an account transfer form, together with the appropriate application form or call our Customer Service team, who will send you the forms you need. Complete and return them to us, and we'll do the rest.
We'll send your authority to your existing provider and arrange for the transfer to take place. This will generally take between 14 and 30 days to complete so do bear in mind that you won't be able to deal in those investments whilst the transfer is in progress and that their value may change during this time. Depending on their own policy, you may be able to trade the stock in your account with your previous broker until they are withdrawn (though you should bear in mind that doing so may complicate the transfer once it's been started).
Once investments have been added to your account with us, you'll be able to deal in them straightaway.
Some brokers won't transfer the actual investments but will require you to sell them and then transfer the cash balance; do check with your broker.
If you just want to transfer individual investments, rather than the whole account, simply use the transfer form and in the 'Securities and cash you want to transfer' section only include the investments you want to move across.
If you have any questions, please call our Customer Services team on 0845 0700 720 who will be pleased to help.
Our services are recognised as providing good service and value for money. That's why readers of various investment magazines regularly vote us the leading service provider across different categories. Come and join them in receiving award-winning service.