How to Transfer Your ISA to InvestEngine
David is a freelance journalist covering personal finance, investment, wealth management and business topics for a range of national newspapers, websites and magazines.
Last updated 18th November 2025
3 min read
- Sign up or login to InvestEngine
- Click ‘My Dashboard’
- Click ‘Add new portfolio’ (or select your existing portfolio and skip to step #5)
- Select ‘ISA’, then ‘Do It Yourself’, then select the same ETFs that you have in your existing broker account
- Click Portfolio > Options > Transfer an ISA
- Fill out the information in the transfer application
- Read and agree with the terms and disclaimer
- Click ‘Submit’
- Wait for up to 30 days for the transfer to be completed
You’ll find detailed instructions and more information below.
Following the Vanguard announcement that it is now charging a £4-per-month fee to all UK investors, more investors than usual are looking for an alternative.
One of the popular picks is InvestEngine due to their commission-free trading and zero account fees in DIY accounts – fund fees still apply.
Many have already been looking at transferring their SIPP, and this guide covers how to transfer your Stocks & Shares ISA to the InvestEngine platform.
Financial Interest provides guidance, not advice. If you’re unsure about anything, speak with a qualified adviser. When investing, your capital is always at risk. Past performance does not guarantee future results.
Portfolio transfers
DIY accounts
By default, all ISA transfers into InvestEngine will be requested as "in-specie" – they transfer the assets you own from one account to another. These are electronic ISA transfers, where the transfer of securities between two providers is completed without needing to sell the holdings to cash.
As InvestEngine states: "We will endeavour to transfer as many of your current holdings (with the old provider) in-specie as possible. This is subject to your old provider supporting in-specie transfers and us offering the holding on our platform."
If an investor holds ETFs with their transferring provider that aren’t currently available on InvestEngine, they cannot be transferred. In this case, those securities will be liquidated and transferred as cash.
Managed accounts
In-specie transfers will be made to InvestEngine DIY portfolios, but investors can also transfer an existing Stocks & Shares ISA to one of its Managed ISA portfolios. This transfer, however, must be made as cash. It will be added to one of its DIY ISA portfolios, where the investor can then make an internal portfolio transfer to their desired managed portfolio.
Other things to know
There are some other caveats you need to be aware of:
You can only transfer an ISA held with another provider in your own name. It is not possible to transfer an ISA held by another person.
If an investor is transferring this year's ISA, they must transfer it in full. InvestEngine does not support partial transfers of the current tax year's ISA.
You can only support partial transfers of past tax years' ISAs in cash. For in-specie transfers of previous tax years ISAs, they must be transferred in full.
How to transfer your ISA
This is how to carry out a transfer using your web browser or mobile app:
- Sign up or login to InvestEngine
- Click ‘My Dashboard’
- Click 'Add new portfolio' (or select your existing portfolio and jump to step #5)
- Select 'ISA', then 'Do It Yourself', then select the same ETFs that you have in your existing broker account
- Click Portfolio > Options > Transfer an ISA
- Fill out the information in the transfer application
- Read and agree with the terms and disclaimer
- Click 'Submit'
- Wait for up to 30 days for the transfer to be completed
Cash transfers
In addition, InvestEngine can support cash transfers.
Send InvestEngine an email to [email protected] to let them know you want or need your Stocks and Shares ISA with your current provider to be sold down and transferred to them as cash.
InvestEngine's ISA team will then amend your transfer-in accordingly.
You can transfer cash from both a Cash ISA and Stocks and Shares ISA. However, InvestEngine currently only offers a Stocks and Shares ISA, so the cash would be moved into this account type.
