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Transfer to Us

  • Transfer to Us

    At Selftrade, we're here to help your investments go further

Transfer to Selftrade

and take advantage of the following benefits...

• You can receive up to £300 cashback to cover any fees you may be charged to transfer from your current provider (£100 per account T&Cs apply)
• It’s simple and hassle free to open or transfer an account to us, it takes less than 10 minutes
• Get competitive fees, and access to frequent trader rates 
• We beat 3 out of 4 London Stock Exchange quotes
• We’re a trusted and well-known provider, authorised and regulated by the FCA 

Transfer to us in three easy steps


Choose which account type you’d like to transfer into and open the new account with us online. For a SIPP transfer, see below.

Open an Account


Once your new account is open, download and complete the relevant transfer in form.

Transfer a Dealing Account

Transfer an ISA


Return the completed forms to us and we’ll take care of the transfer from your old provider to your new Selftrade account.

To transfer a SIPP see our step-by-step guides

For current customers of Selftrade who would like to open a SIPP, please see the new SIPP customer guide.

Existing SIPP customers    New SIPP customers

Find out more about the different account types we offer

Dealing Account

Our most flexible account with no limit on how much you can invest and no restrictions on what you can invest in.

Learn more

Stocks and Shares ISA

A tax-free dealing account that gets your cash working harder for you and allows access to your money at any time.

Learn more

Self Invested Personal Pension (SIPP)

This can put you in control of how your retirement fund is invested and also offers attractive tax advantages.

Learn more

I've still got questions!

We’re on hand to help at our Customer Experience Centre on 0345 0700 720