Yes - InvestEngine supports in-specie ISA transfers in for ETFs available on the platform.
This means you can move investments directly from another provider without selling them first, helping you stay invested and avoid being out of the market.
However, there are some important things to be aware of.
ISA transfers may have implications for your investments. Please consider all factors before deciding to transfer.
You can find our full current ETF range here: InvestEngine ETF range - Build Your Own ETF DIY Portfolio.
What is an in-specie transfer?
An in-specie transfer is when investments are moved “as they are” - without being sold and converted into cash. This helps preserve your portfolio structure, avoids selling costs, and can reduce time out of the market.
For ISA transfers, this is sometimes referred to as a re-registration.
When is an in-specie ISA transfer supported?
We can accept in-specie ISA transfers into DIY portfolios only, and only for ETFs available on the InvestEngine platform.
To qualify:
- Your current provider must support in-specie transfers
- The ETFs must match our available ETF list exactly (including share class and ISIN)
Your eligible holdings will be transferred as in-specie by default where possible. If any of your holdings aren’t eligible, those will be sold and transferred as cash instead.
Partial ISA transfers
Please note that partial ISA transfers are processed as cash only.
If you request a transfer of part of your ISA from another provider, your investments will need to be sold by your current provider and transferred to InvestEngine as cash. In-specie transfers are only supported for full ISA transfers.
What we don’t support
We can’t currently support in-specie transfers for:
- Non-ETF investments (shares, funds, trusts, bonds, etc.)
- ETFs not available on the InvestEngine platform
- Transfers into Managed or LifePlan portfolios
For more information about supported instruments, visit our ETF list
What about transfers out?
We don’t currently support in-specie transfers out of InvestEngine, this is because we use fractional ETF holdings, we can’t guarantee re-registration to another provider.
All ISA transfers out must be done in cash.
You can read more about transferring your ISA to another provider here