
Transfers
A smooth move for your money.
Bring your investments together on a powerful, easy-to-use platform backed by Swiss banking strength. Fewer accounts to manage, one clear view of your money, and a smarter way to grow it.

Transfers
A smooth move for your money.
Bring your investments together on a powerful, easy-to-use platform backed by Swiss banking strength. Fewer accounts to manage, one clear view of your money, and a smarter way to grow it.
How We transfer accounts
Start your transfer online
Select ‘Transfer an account’ from your Swissquote dashboard. We’ll guide you through what details you’ll need from your current provider.
Choose what to move
Transfer everything or just specific investments - it’s entirely up to you. We’ll make sure the process matches your needs.
We contact your provider
Once you’ve submitted the request, we’ll coordinate directly with your existing provider to keep things moving smoothly.
Track your progress
Follow every step from your account dashboard and we’ll notify you as soon as your assets arrive safely.
Have your details handy

Valid ID
A UK passport, UK driving licence, or EU identity card works to confirm your identity.

National Insurance Number
This helps us check you’re a UK resident and eligible to open an investment account.
ready, set, transfer
Select your account type to start transferring securely in just a few clicks.

Pensions
Self Invested Personal Pension (SIPP)

Savings
Stocks & Shares ISA

Investments
General Investment Account (GIA)

Swissquote Platform
A powerful platform built with precision
Swiss engineered for investors everywhere - fast, reliable, and intuitive. You don’t need to see the complexity to feel the performance.
- 3 million+ products across 50 global markets - all in one place
- Multi-asset access - equities, ETFs, bonds, options, futures, & funds
- Built for clarity - real-time data, live quotes, and one-click trading
- Smarter insights - AI sentiment, ESG scoring, and portfolio tools