Main types of account you can transfer to ii

Trading accounts

Transfer a general investment account to an ii Trading Account. 

Stocks and Shares ISAs

Transfer an existing Stocks and Shares ISA to us. 

You can keep your existing investments or sell them and make a cash transfer. Transferring does not affect your yearly ISA allowance. 

You can make a partial transfer of a Stocks and Shares ISA, but only if it is from a previous tax year. This is because you can only open one Stocks and Shares ISA per year. 

Cash ISAs

You can transfer a Cash ISA into an ii Stocks and Shares ISA.  

Transfer in full or make a partial transfer. 

Lifetime ISAs

If you transfer your Lifetime ISA into an ii Stocks & Shares ISA, the transfer will be subject to the 25% government withdrawal charge.

Junior ISAs and Child Trust Funds 

When transferring a Junior ISA to us, you can keep your existing investments or sell them and make a cash transfer. 

We cannot accept partial Junior ISA transfers.

You can also transfer Child Trust Funds (CTFs) to our Junior ISA. Please note that once transferred, you cannot transfer back into a Child Trust Fund. 

Most providers cannot process JISA transfer requests electronically. Therefore, you will need to complete a JISA CTF transfer form when transferring a Junior ISA or Child Trust Fund. 

The easiest way to return transfer forms is by secure message. 

Pensions

You can transfer most types of pension to the ii SIPP – click here to find out more. 

Joint trading accounts 

Transfer to our Joint Trading Account. 

The ownership of the account cannot change when you transfer. The two current owners must be the named owners of the new ii Joint Trading Account.