Portfolio transfers

I own a sharesave plan that will mature at some point in the near future. Will it be possible to transfer the shares to my T212 Stocks ISA sccount? Cheers

If itā€™s the same ISA type and among the supported brokers, youā€™ll be able to transfer it.

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Yes, the broker is on the list. Thanks

Well, it finally happened! Just checked, and I can transfer my iWeb portfolio over! Just submitted, so we will see how long it takes. Anyone else had the option enabled recently? The FAQ says it is now upto 50% of users, and everyone by end of September still.

Hopefully we keep increasing the numbers till end of September and no setbacks or roll overs this time :crossed_fingers::crossed_fingers:

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All transferred at 9:30 this morning! Excellent service. Submitted at 10:30pm on Thursday, and a bank holiday between, so just over 3 working days.

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Any update on IBKR?

Thanks a lot.

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Iā€™m definitely keen on IBKR transfers. I have some things Iā€™d like to move either way to tidy up my accounts.

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@mubix77 & @TInvest , Iā€™m afraid not much has changed since @Momchil.Gā€™s update in May:

Thats not an issue you can always double hop if you wanted to but please keep the deadline this time

ā€˜Double hoppingā€™ isnā€™t ideal if it results in additional fees or time delays.

Thanks for the update. Is it a technical issue, or more of a commercial decision?

On the face of it, it is a strange one not to have. Most wouldā€™ve assumed it would be the easiest to facilitate.

I understand that and agree but considering the fact that half the users still donā€™t have access to the feature i donā€™t think double hoping and some fees would be an issue for someone who really wants to transfer

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Think this might be updated to next year

Can we please add more German brokers to the supported list? Thereā€™s currently only Trade Republic Bank but I would love to transfer in my portfolios from:

  1. Scalable Capital
  2. Traders Place
  3. Smartbroker+
  4. Finanzen Net Zero

Funny thing is they are all under Baader Bank, so if you support one, others come for free basically.

Also, I donā€™t have access to the Portfolio Transfers feature yet, although Iā€™m a user since beginning of 2020 (I thought Iā€™ll be part of the 50% but I guess not), are definitely on track for September 30 as launch for all?

I can hardly wait to transfer in.

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I just checked itā€™s available to 60% now, fingers crossed they keep this up every week :crossed_fingers::crossed_fingers: until 30th when everyone has it, if i were you i would transfer my portfolios from the other accounts you mentioned to trade republic the one they have access to and transfer from them to 212, can someone please verify we still are aiming for the 30th :pray:

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Thatā€™s the idea nowā€¦ to move to TR and then move to T212 from there.

Thanks!

Wanted to move some shares from German broker Equatex to my wifeā€™s account to minimise CGT only to find out that T212 donā€™t accept from Equatex and transfer between accounts with different names :(.
Had to open 2 accounts with HL (for myself and my wife) and doing transfer in 3 hops: Equatex ā†’ my HL (20days) ā†’ my wifeā€™s HL (3 days) and now waiting for T212 to enable transfer option on my wifeā€™s account
What a painā€¦ on a positive side, no fees along the way
For others, HL looks a good stepping stone

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Does HL allow German residents to open an account?

Hello, is in-specie transfer completely free if the other broker also donā€™t charge any fee ? Arenā€™t exchanges asking for fees too ? E.g. Degiro is now charging 20ā‚¬ ā€œinternalā€ fee per outgoing position but it seems that even if it was free there is also ā€œexternalā€ fee (allegedly to the exchange where the stock has been bought) and this one is pretty expensive (depending on specific exchange).