Transfer to us

Transfer your existing investments with another provider to Bank of Scotland

Clocks of different time zones

Why transfer to Bank of Scotland?

  • Choice of accounts - with simple charges.
  • Simple - see and manage all of your investments in one place.
  • Easy - complete our online transfer form and we’ll do the rest.
  • International trading - no dealing commission is charged for international online trades. FX rates still apply.

The value of an investment can fall as well as rise, and you may get back less than you invest. If you are not sure about investing, seek independent advice. Tax treatment depends on personal circumstances and may be subject to change.

Transferring an ISA or Share Dealing Account

How it works

  • Simply log in and complete our online transfer form.
  • Once your transfer is complete you’ll be able to see your investments online straight away, we'll also send you a letter to let you know it’s done.
  • You won't be charged to transfer in or out of Bank of Scotland.
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Don't have an account yet?

Stocks and Shares ISA

Invest up to £20,000 this tax year and pay no UK tax on profits or income from dividends.

Stocks and Shares ISA

Share Dealing Account

If you’ve used up your £20,000 ISA allowance we have a flexible trading account to continue investing with.

Share Dealing Account

Transferring a SIPP

SIPP transfers

Find out how to transfer below.

Transfer a SIPP

 

For customers with a SIPP administered by AJ Bell you can view our SIPP transfer and support page.

Frequently asked questions about transferring

  • Simple transfers usually take 5 weeks to complete but complex transfers may take longer.

  • If you’re transferring funds to us from another broker we might hold a different fund class than the one you hold now. This means we may need to convert your fund into a class that can be transferred, which may be more expensive or could be cheaper. We do this to make sure your fund does not have to be sold as part of the transfer. Once the transfer is complete, we’ll make sure that you hold the cheapest fund class we have available for investment.

  • What you need to do

    1. Complete our Certificate transfer form (PDF, 32KB) and a Crest Transfer Form (PDF, 136KB)
    2. Sign your completed forms and then post them to us (with your share certificates).

    The Stock Administration Department
    Bank of Scotland Share Dealing
    Lovell Park Road
    Leeds
    LS1 1NS

    • We can only transfer stock where the name on the certificate matches the name on the account.
    • We also recommend that you send your certificate by recorded delivery as we accept no responsibility for the loss of any certificates.

    Once your transfer is complete you will be able to see your investments online straight away, we’ll also send you a letter to let you know.

    How long does it take?

    Once we’ve received your certificate(s) they will be deposited into your account within 15 working days.
     

    Irish Certificates

    Please note that we are unable to accept Irish certificates. For further assistance, please contact the company Registrar directly.

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.