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submitted 8 months ago* (last edited 8 months ago) by nic to c/personalfinance@lemmy.ml

Hi. With the new tax year fast approaching, I've been contemplating transferring my current stocks and shares ISA account with IBKR UK to another provider/brokerage. I am interested in InvestEngine since they seem to have lower fees. However, I'm wondering how this process will work, especially since I have shares in stocks and ETFs that don't seem to be offered by InvestEngine, but which I'd ideally like to keep. As such, is it possible to transfer ISA accounts to a new service provider if they don't offer the shares held in the account? If it is, how might I trade those shares in the future?

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this post was submitted on 29 Mar 2024
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