How do I place a Bed & ISA deal?
You can place a Bed and ISA deal by logging into your account and from your Dealing account’s portfolio screen clicking the ‘Bed and ISA’ button.
You’ll then be able to choose which of your Dealing account investments you’d like to include in your Bed & ISA. You can choose to move these investments to either a Stocks and shares ISA or Lifetime ISA.
Once you’ve submitted your Bed and ISA request, we’ll place your Bed and ISA deal within 10 working days. This involves selling your chosen Dealing account investments and using the proceeds to immediately buy them back in either your Stocks and shares or Lifetime ISA. The two deals that make up a Bed and ISA are counted as just one deal, meaning you’ll only pay one dealing charge per investment at our standard rate.