this post was submitted on 29 Mar 2024
1 points (100.0% liked)

Personal Finance

3819 readers
1 users here now

Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Join our community, read the PF Wiki, and get on top of your finances!

Note: This community is not region centric, so if you are posting anything specific to a certain region, kindly specify that in the title (something like [USA], [EU], [AUS] etc.)

founded 1 year ago
MODERATORS
 

Hi. With the new tax year fast approaching, I've been contemplating transferring my current stocks and shares ISA account with IBKR UK to another provider/brokerage. I am interested in InvestEngine since they seem to have lower fees. However, I'm wondering how this process will work, especially since I have shares in stocks and ETFs that don't seem to be offered by InvestEngine, but which I'd ideally like to keep. As such, is it possible to transfer ISA accounts to a new service provider if they don't offer the shares held in the account? If it is, how might I trade those shares in the future?

no comments (yet)
sorted by: hot top controversial new old
there doesn't seem to be anything here