Have a Stocks & Shares ISA or General Investment Account on another platform? We have a Transfer Concierge service, allowing you to transfer to TILLIT in just a few simple steps.
Transfer to TILLIT as cash or bring your existing holdings across, whichever is best for you. And don’t worry, we'll keep you in the loop every step of the way.
Transfer to TILLITCapital at risk. Tax treatment depends on an individual's circumstances and may be subject to change.
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You may not want to be out of the market during the time of a transfer, you may be particularly fond of some holdings in your portfolio that don’t currently exist in the TILLIT Universe, or the timing might not be right to sell. Whatever the reason may be, we have built the Dark Universe so that you can move to TILLIT and bring your holdings* with you.
*Subject to eligibility
We have put together the answers to the most common questions about transfers. If you have a question you can't find an answer to, please get in touch with our friendly customer team using this contact form.
If you have a Stocks & Shares ISA or General Investment Account (GIA) on another platform, you can transfer it to TILLIT. By transferring your account to TILLIT as cash, your existing provider will sell down any holdings in your account to cash before transferring it to TILLIT.
Once your transfer has completed, you can login and find your cash will be available on your TILLIT. Dashboard, ready to be invested.
An in specie transfer is the process of transferring assets you hold as they are from one provider to another, instead of having to sell them and transfer the cash proceeds. You remain invested throughout the transfer.
At this point, you can transfer Stocks & Shares ISAs and General Investment Accounts.
You can start transferring your account to TILLIT in less than 5 minutes! Once we have received your transfer request, we will reach out directly to your existing provider to let them know that you want to transfer your account to TILLIT.
Cash transfers typically take a few working days to complete and in specie transfer typically takes 4-8 weeks to complete, depending on your current provider and the complexity of your account. Our Transfer Concierge team will keep you in the loop every step of the way.
Your existing provider may reach out to you to confirm that you want to transfer, so keep an eye out for any communications in the days after you submit your transfer request on TILLIT to avoid any delays.
To avoid any delays with your transfer, please make sure that your personal details are up to date with your existing provider, including your address.
We won’t charge you any fees to transfer your account to (or from!) TILLIT. However, your current provider may charge exit and/or dealing fees. The costs and charges are dependent on your current provider.
Please note that some providers charge higher dealing fees if they make sales on your behalf, as opposed to you instructing the sale yourself. You should confirm dealing charges with them if you have any questions ahead of your transfer.
Please note that if you are transferring a General Investment Account in cash, or in specie and hold investments that TILLIT cannot accept, you may also incur a Capital Gains Tax charge as a result of those investments being sold down to be transferred as cash.
Tax treatment depends on an individual’s circumstances and may be subject to change.
