Morning all, I want transfer my complete portfolio into 212. Following the online procedure, ticking all switches for full portfolio transfer, the next step asks me to list all of the assets to transfer. Is there a way round having to list, seeing its the whole of my stocks ISA portfolio I want to put across or do I have to list the lot. Any advice will be great.
Do you have any uninvested cash in the portfolio too?
Not now have withdrawn it not a vast amount ?
Since we don’t have access to the details of what you hold with the other broker, you’ll need to identify and select the assets you wish to transfer manually.
Hi, have submitted a new full portfolio transfer request yesterday 19/01, having been informed that Halifax did not do partial transfers, which is initially what i attended to do. I followed the online forms thought, and listed all my asset positions, signed it off and submitted it. The transfer request is listed and showing up in my 212 portfolio, “as contacting the other platform”. Hope this is all ok.