How long does it take to transfer a SIPP, ISA or dealing account with another provider to AJ Bell Youinvest?

The time it takes to complete the transfer of your investments from another provider to us can vary due to a number of factors including:

  • The type of investments that are being transferred. As a guide, cash only will take 2 weeks, equities 4-6 weeks, funds 6-8 weeks and foreign holdings 10-12 weeks. If you are transferring cash and investments, your cash will be transferred to us after your investments.
  • The time it takes your current provider to respond to our requests.
  • All documentation needed by us or your current provider being completed correctly.
  • The possibility of you still having to pay fees to your current provider, including closure and administration fees.