Hey @David , I just wanted to check if in-specie transfers are still planned to come by September or if there is a delay on it. Thanks for all the other features of the past couple of months
@Francesco Deadline for the mass rollout has been extended until the end of the year. We’ll probably start doing “practice/beta” transfers before that.
Thanks @David . Please consider me for a practice transfer.
@David is this landing the same time with SIPP?
I want to at least transfer one of my SIPP accounts, that is on a well known big broker, that I completely lost hope with. We can do a “practice 100k transfer”
@kali Probably before SIPP.
Also interested to be part of the beta testing group for assets transference
Im also looking forward to test this out,
Your mail support told me that this was not planned but as i can see from this thread its planned to let us transfers our stocks to another broker ?
Very interested. I will keep an eye on this
Is in specie transfer still going to happen? I have a portfolio on Lynx that I would like to transfer on my T212 account. What will happen to my stocks which are not yet listed (Tencent, Albioma)?
Keep us informed when it is really available !
Hi @David, is the roll-out still planned for year-end? I am not sure we have had any news since end of August.
Where are the transfers? Such terrible delay. T212 is leaving a lot to be desired!
If this feature is not added or we don’t hear any update on this I’ll be probably switching brokers next year.
Trading 212 can change fees or their business model anytime and if I don’t have the option to transfer my positions to another broker I’ll be very very upset.
Anyway, hope we can have an update soon.
My understanding from things staff have written is that this is now being tested and will be available within the next 2-3 months.
Indeed, I already opened an account in another broker who supports transfer and I’m using it. We can’t trust a broker blindly, we must have an option to transfer positions. I have some positions in T212 that I might end up selling if transfers are not implemented.
I’m actually more interested in transferring some positions into Trading 212 than in transferring out.
Do you think this feature will allow transfers between spouses/partners rather than just accounts in your own name?
That would be very helpful, but I do not think it is yet in their road map. It is one thing I would want in order to move more of my portfolio. Each broker has its advantages. AJ Bell makes transfer between spouses very easy.
In which case if they offer it, I could transfer out to A J Bell across to my wife and back into 212. Convoluted, but would work!!!
AFAIK there is not a legal way of transferring ownership of shares regardless of you are married or not. You have to go through the normal gifting procedures, and or sell/buy, in any case it’ll move out of the tax efficient wrapper it is in.