Heya, has anyone here successfully managed to transfer their S&S isa from Vanguard to T212? And how long did it take?
I first requested the transfer almost 3 months ago, and made the last change almost 2 months ago (because they couldnāt transfer my ETF in-specie). VG said they were waiting for the āassets to be settledā but that was almost a month ago. Iāve just messaged them again, and Iāve reported a delay to T212 too. I saw that the guideline is 30 days so idk whatās happening anymore (Individual Savings Accounts (ISAs): Transferring your ISA - GOV.UK).
Just be careful if any cash involved. T212 donāt seem to understand cash may exist in your ISA, or even may turn up after you have transferred stocks etc, and they will then accuse you of exceeding your ISA allowance.
@TStarr itās showing Cash as part of the āTransfer Assetsā for me.. How can I exceed my limit if everything is already in the ISA wrapper? Iām not putting any new money in
I know, but you try telling that to T212. Their communication with other brokers seems terrible, and their responses stubbornly incorrect. I tried to 2 different brokers at same time, and they cant get heads round 2 Cash sorces and several transfers as divis slowly come in.
Apologies for the delay. We followed up with Vanguard last Thursday, but we havenāt received the shares yet. Weāre keeping an eye on your case and will update you as soon as thereās progress.
In the meantime, if you have any questions, feel free to reach out to me here. Always happy to help
Iāve been waiting for my Vanguard S&S ISA transfer for exactly 3 weeks now. My transfer is stuck on ācontacting providerāā¦ Vanguard confirmed that they have provided T212 with a valuation of my portfolio of 5 ETFs. At this stage Iām just curious if this transfer would happen at all ā¦
