Yes. You can transfer an existing Stocks & Shares ISA (or Cash ISA) to InvestEngine without losing your tax benefits, and it won’t use up your annual ISA allowance. Sign up or log in, choose the ISA you want to transfer into, and complete our online transfer form with your Trading 212 account details — we’ll then handle the admin with Trading 212 for you.
Where possible, we transfer your holdings “in specie” (without selling them), but this applies only to ETFs available on the InvestEngine platform and into DIY portfolios. Because Trading 212 also offers individual shares and a wider range of investments, anything we don’t support — including individual stocks and any ETFs not on our platform — would be sold by Trading 212 and transferred to us as cash, meaning you would be out of the market until that cash is sent over.
Always use the official ISA transfer process rather than withdrawing the money yourself, as withdrawing and re-paying in could use up your ISA allowance. A current-tax-year ISA must be transferred in full; partial transfers are only available for previous tax years’ ISAs, and as cash.
Capital at risk. ISA transfers may have implications for your investments — please consider all factors before deciding to transfer.