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Transfers
Invest Transfers
See all articlesWhat is a portfolio transfer?
This is a feature that allows you to transfer your shares to and from other brokers without having to close your posi...
ISA Transfers
See all articlesWhat is a cash transfer?
A cash transfer lets you move money between ISA providers without losing your tax-free benefits.
What happens after I...
Can I transfer my ISA from another bank or provider to Trading OLDF?
Yes, you can start the process directly from the mobile or web app. For Stocks ISA & Invest: Select ‘Stocks ISA’ and ...
Can I move my Trading OLDF ISA to another provider?
Yes, we support both stock and cash transfers. If you transfer stocks, your entire ISA portfolio must move. If you pr...
Can I deposit funds if I have an ongoing ISA transfer?
Yes, since April 2024, HMRC allows investors to contribute to more than one ISA of the same type.You can add funds to...
Additional Permitted Subscriptions (APS) Transfers
If your spouse or civil partner passes away, you inherit their ISA allowance, known as an Additional Permitted Subscr...