Transfer from personal to ISA

Help & FAQs
1

Can you guys transfer assets from investengine personal to investengine ISA account yet?
I checked a while ago and it wasn’t possible but they said hopefully soon, and to check in about it later

2 Likes
2

Anyone from the team able to confirm this?

3

Hey @MoWe thanks for getting in touch!

Right now , we don’t do in-species transfers. It is a priority on our roadmap and we hope to have it very soon.

Keep an eye out on here for our latest updates. Happy investing in the meantime.

1 Like
4

I am also eagerly awaiting a progress update on this feature.

5

Hi @UncleBob , as I am sure you are aware, this i snow live for ISA transfers and very soon available for GIA accounts also!

Happy investing : )

6

Hi Omar, that’s good to hear!
Just to clarify, you are still unable to transfer assets from a customers GIA to their own ISA account, right?
If correct, how long do you estimate until that can happen? Days, weeks?

Thanks for your help,
Moray

7

Hi Omar,

Can you clarify if the InvestEngine Internal GIA transfer to ISA available now or just ‘very soon’?

I have both accounts in InvestEngine and I plan to transfer those in the general investment account to my ISA in the new tax year in April. May I confirm if this is possible or not?

Thanks.

Best regards,
Ojee

8

Morning : )

We aim to have in-species transfer for GIA account in about 1 month or so. I can’t give an exact date, but around that time it should be available for GIA transfers in and GIA-ISA internal transfers.

We will post on here as soon as we can , happy investing!