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Transfer Shares From Another Broker

Transferring shares to TD Direct Investing is easy; simply complete the appropriate form for the type of transfer you wish to make and return to:

Transfers Team, TD, Exchange Court, Duncombe Street, Leeds LS1 4AX

Transfer from a UK / International broker (excluding US / Canadian)


Existing TD Customers

To transfer stock that is currently held for you by another broker complete and return our Asset Transfer Form and we will do the rest.

The Transfer process normally takes about 6 weeks.

We do not charge a transfer fee, but there may be an exit fee from your current provider.

New TD customers

You will need to open a Trading Account with Nominee facilities.

Apply online

Once your account is open and you have your account number, complete and return our Asset Transfer Form.

Transfer Shares from a US and / or Canadian Broker


Existing TD Customers

If stocks are held electronically with another broker complete & sign the American/Canadian Asset Transfer Form.

This acts as a written instruction to your existing broker to transfer specific stocks.

New to TD

You will need to open a Trading Account with Nominee facilities.

Apply online

Once your account is open and you have your account number, complete and return our American/Canadian Asset Transfer Form as in the process above.

Transfer in an existing ISA


To transfer an existing ISA to us, complete and return our ISA Transfer Form and we will do the rest.

The Transfer process normally takes about 4-6 weeks.

We do not charge a transfer fee, but there may be an exit fee from your current provider.

Transfer shares into my ISA


Although it is not possible to transfer existing share holdings directly into an ISA, we can help you sell them and re-purchase them within the ISA wrapper; this is called BED & ISA.

For further details call our Customer Services Team on 0845 607 6002.

    US Stocks - Important Documentation

    You will need to complete a Form W-8BEN before you can transfer US (United States) stock and shares to your account with us. Obtaining this documentation ensures that we can give you any appropriate tax relief on income paid to you from US stocks and shares. We will hold this form on our files to confirm that we have given you the correct benefits of any US tax treaties.

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    Risks

    • The value of your investments can go down as well as up. You may not get back all the funds that you invest.
    • The annual admin fee on our Stocks & Shares ISA = £0 *Minimum valuation £5,100. Terms apply.

    The value of your investments can go down as well as up. You may not get back all the funds you invest.

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