Can I transfer shares I hold with another provider into a Dealing account?
Answer
You can transfer shares to us that you hold electronically with another provider. You can also transfer share certificates into your Dealing account.
If you have an AJ Bell ISA and some allowance for this tax year left over, why not transfer your Dealing account shares into your ISA using our Bed and ISA service? With Bed and ISA, an investment is sold in an AJ Bell Dealing account and bought back in an ISA. As the two transactions are carried out together, only one dealing charge is applied. Keep in mind that selling an investment in your Dealing account may mean you have to pay capital gains tax.