Absolutely, clients can transfer their SIPP away from InvestEngine. To do this, please contact the new provider and follow their process.
In order to initiate the transfer, you may need the following bank details of InvestEngine:
Account name: InvestEngine
Sort code: 60-40-05
Account number: 38385430
Reference number: your account reference number can be found by clicking on the Profile Icon at the top of your Dashboard. It is a number starting with ‘IC’ followed by 8 numbers.
Your InvestEngine Portfolio reference number can be found at the bottom of the Options pop-up screen on your portfolio page. It starts with "IP" followed by 8 digits.