• Transfer your investments

      Having all your investments in one place makes it easier to manage your funds. If you're looking to transfer a Cash ISA, a Stocks and Shares ISA or any other investments to us, we'll help make the process as straightforward as possible.  

      Transferring your investments to AXA Self Invetor

      How to transfer

      To transfer to us you'll need to choose to transfer into our Stocks and Shares ISA or our Trading Account, both of which should be considered as a medium to long-term investment of at least 5 years. The value of your investments can go down as well as up and you could get back less than you invest.

      You can transfer all or part of your ISA or investments into our Stocks and Shares ISA or Trading Account. The minimum amount you can transfer if opening an account is £500, or £100 if you already have an account with us.

      Managing your transfer

      We'll arrange the transfer for you by liaising with your current provider, so once we have your signed transfer form you won't need to do anything. Please don't withdraw money from your current ISA to reinvest with us as it will come out of this year's ISA allowance.

      Important information

      We'll transfer your investments as long as we offer the same funds. If we don't, we'll arrange for your current provider to sell your funds or investments and transfer across as cash for you to invest in new funds.

      If you transfer as cash you'll be out of the market until the transfer is complete. You won't lose out if the market falls but your money won't be subject to any income or growth if the market rises in this period.

      If you're transferring funds you'll remain invested during the transfer. You'll be unable to switch or sell these funds while the market falls or rises during this time.

      We'll be in regular contact with your current provider and keep you updated on the progress of the transfer. You can check how your transfer is progressing by logging in to your account and selecting 'Manage portfolio' from the main menu and then 'Transfer status' from the drop down menu.

      Transferring your investments to AXA Self Invetor

      Starting your transfer

      Customer support team icon

      Want help with your transfer or wish to do a partial transfer?

      Complete the transfer enquiry form and one of our dedicated team will be in touch to start your transfer.

      Or call us on 0800 152 2522 

      or

      4 step transfer icon

      Want to set up the transfer yourself?

      If you'd prefer, you can set up the transfer yourself. The 4 steps below will walk you through the process.

      What you'll need

      • Your National Insurance number
      • The details of the investments or ISA(s) you want to
        transfer to us

      Existing investors

      Log in

      New investors

      Register now

      4 steps to transfer

      • Step 1 icon
        Step 1 If you're a new investor, register and login to your account.
      • Step 2 icon
        Step 2 Click on 'Manage portfolio' and select 'Transfer to Self Investor' from the drop down menu.
      • Step 3 icon
        Step 3 Follow the steps on screen.

      • Step 4 icon
        Step 4 Print, read and sign the confirmation form, then return it to us.