I am currently holding investments in an ISA with Interactive Brokers (IB). I don’t like my current provider due to certain constraints and fees and I would like to transfer my holdings in-specie to a new provider. IB my investments via Euroclear. I contacted a few ISA providers and they said they…

In theory, Trading 212 uses Interactive Brokers (IBKR) as custodian, see Your shares are held in a pooled account at Interactive Brokers, one of the largest brokers in the world… [image] Do I own my shares? Indeed, you are the beneficial owner of your shares. Although the registered …

[image] Portfolio transfers 📰 What's new We don’t plan to support portfolio transfers with IBKR in the near future. We’ll let you know if that changes, and we have an ETA.

[image] lupocos: would be surprised if they don’t do in-specie transfers from IBKR. I wouldn’t be surprised if there was a ‘non compete’ between the two, or it potentially being more difficult mechanically than we think!

Three of my very ordinary ETFs are with X-O under CREST and this has blocked the In Specie transfer to Trading212. It took weeks for this to emerge, by which time I’d already put this year’s ISA allowance into Trading212. For me this is a bit of a mess. CREST is by far the biggest UK registrar, sure…

In-specie ISA transfer possible?

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gt94sss2 May 16, 2024, 11:37pm 3

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In-specie ISA transfer possible?

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