Hi,
I want to transfer all my shares from Hargreaves Lansdown to Trading 212, but leave my funds with them as T212 does not offer them. I am a bit stuck with completing the online portfolio transfer form.
What does âSubscriptions to transferâ tax year/previous years mean and what does Full/Partial mean. When I go on to the next page, it askes me to list the assets, which i presume are the individual ones I want to transfer from HL. When I want them listed at the average price, a P appears in the price box too??
Sorry for all the questions but want to make sure I do it right.
Welcome to the Community, @Burgeington
We do support partial transfers, and you can transfer only the assets that you wish to move while leave positions with funds that we donât offer with your current brokerage.
This field refers to the ISA contributions youâve made during the current and past tax years. If youâre transferring all free funds in your account to us, full should be marked for both tabs.
Once you select next, you can choose all assets youâd like to transfer and enter the quantities you hold as well as the price. The price youâre asked to fill is either average cost or price on arrival. If you have additional questions about the portfolio transfer, please reply via the in-app chat and weâll gladly assist.