Currently, InvestEngine supports in-species ISA transfers. This is where your existing stocks and shares ISA portfolio can be transferred to InvestEngine without selling down any of your holdings*.
There are certain scenarios where clients may benefit from transferring their stocks and shares ISA to InvestEngine as cash monies.
If you find it more beneficial for your ISA portfolio to be transferred as cash, please send us an email to firstname.lastname@example.org, to let us know you want or need your stocks and shares ISA with your current provider to be sold down and transferred to us as cash.
Our ISA team will then amend your transfer-in accordingly.
*Please note: where it is not possible to transfer your existing holdings in-species, that part of your portfolio will have to be sold down and transferred as cash monies.