What can I transfer into an AJ Bell Stocks and shares ISA?
You can transfer into an AJ Bell Stocks and shares ISA free of charge.
If you want to transfer investments to us from another ISA, we can only accept them if they’re included in our current investment range. This includes:
- Companies listed on the London Stock Exchange, AIM and 24 international markets
- Funds whose manager we’ve agreed terms with
- Foreign investments available as CDIs - issued when you buy or sell an international investment, allowing it to be traded and settled in GBP – and there may be restrictions for dealing in international markets
Sometimes the share class in our investment range might be different to the one you currently hold. In this case, we offer a conversion option to allow your transfer to go ahead.
You can transfer an ISA to us by logging into your account and clicking ‘Transfers’. Before you transfer, please read our ISA key features and terms and conditions.
Transfer from a Dealing account into an ISA
To transfer investments from your Dealing account into an ISA, you can use our Bed and ISA service. In a Bed and ISA, an investment is sold in a Dealing account and bought in an ISA. As the two transactions are carried out together, only one dealing charge is applied.
If I transfer in a Stocks and shares ISA, will it count towards my annual ISA allowance?
Transferring an ISA directly from one ISA provider to another doesn’t affect your overall annual ISA subscription allowance for the current tax year.
However, please take care when transferring a Stocks and shares or cash ISA into a Lifetime ISA. While this won’t affect your overall annual ISA subscription allowance for that tax year, it will count towards your annual Lifetime ISA subscription limit of £4,000.
Learn more about the ISA transfer rules.