- Your completed transfer form is automatically sent through to the InvestEngine team once completed via the ISA transfer link
- The InvestEngine team will review your form to ensure we have all the required details.
We’ll be in touch if we need anything further from you.
- Once reviewed, we’ll contact your existing provider to instruct a transfer.
- Your current provider will sell your existing investments and transfer the cash to your InvestEngine portfolio so it can be reinvested.
- We will contact you via email once we’ve received the cash.
Please note, this may take up to 30 days as per HMRC rules but we’ll try and make this quicker!