Transfer to us

Make Selftrade your first choice

Move to Selftrade and benefit from our fair deal: flat fees and no percentages.

You'll pay just £12.50 for both online and phone trades. You'll also incur an annual Management Fee of £35 plus VAT. This covers all of your accounts with Selftrade, so if you have an ISA and a SIPP Dealing account for instance, you will only pay one fee of £35 plus VAT. The Stakeholder CTF has a 1.5% maximum annual charge which includes all Legal and General UK Index Trust charges. Our share is capped at £35 plus VAT.

Please bear in mind that:
  • The value of investments can fall as well as rise and any income from them is not guaranteed. You should be prepared to lose your investment. Past performance is not a guide to future performance.
  • Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

You'll also benefit from:

  • A choice of equity, fund, bond, covered warrant and other securitised derivative investments
  • Limit and stop orders at no extra charge
  • Fast and efficient execution of trades
  • Price improvement on online UK equity trades
  • Instant account funding by debit card
  • Free access to analysts' consensus estimates
  • Customer Services available six days a week to handle calls and emails

We'll pay up to £300 of transfer costs when you transfer

Transfer your Dealing, SIPP Dealing* and 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 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.

Arranging your transfer

Transferring your account is easy. Print an account transfer form, together with the appropriate application form or call Customer Services, 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 broker 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've any questions, our Customer Services team on 0845 0700 720; we'll be pleased to help.

Account options

  • Personal dealing account
  • Investment club
  • Joint dealing account
  • Child Trust Fund
  • Child SIPP dealing
  • Company dealing
  • CFDs and Spread Betting

Find out more >

Pricing

  • £12.50 - our flat fee for online and phone trades
    Applies across all our different account.
  • No dealing fee on Fund purchases
    Plus many Funds have specially negotiated initial charges and lower management fees to save you even more.
  • Simple Management Fee
    An annual fee of £35 plus VAT covers all of your Selftrade accounts.

Find out more >

Award-winning services

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.

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