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Great reasons to transfer to TD

Consolidate - Easily manage and consolidate your portfolio in one place with our TD Trading and TD ISA accounts.

Keep it simple - Manage all your accounts in one place, with one password and log in.

Track your transfer - Transferring your shares and funds from another broker is easy. We've enhanced our online service by making it easier to track the status of your investment and cash transfers from other providers.

Dedicated Support Team - Who will ensure that your transfer is as fast and efficient as possible and you'll receive regular updates throughout the process.

A rewarding summer

£75 to spend at Marks & Spencer could be yours

Transfer now Terms Apply

If you transfer assets and/or liquidated stock from a different provider of £10,000 or more, we will give you £75 of M&S vouchers. View full terms.

Transferring rates and charges

Stock, Cash & Plan Transfer

Transferring to and from different brokers or fund managers is free of charge. No charges apply to stocks, ETFs or Funds (Unit trusts & OEICs).Applies for all account types. Your existing broker may apply a fee and registrar fees may apply, please check before making a decision.

Bed & ISA or Bed & SIPP

Commission is only charged on the re-purchase; at the appropriate online rate for online requests, or telephone rate for postal and telephone requests. Learn more

What can I transfer?

Shares and Funds

Our online transfer service lets you open a TD Trading Account and transfer your investments and cash in one simple form.

New to TD? Existing customer?

ISA Transfers

Transferring your Stocks and Shares ISA or Cash ISA from another broker is easy. Simply complete the ISA transfer form and we’ll take care of the rest.

New to TD? Existing customer?

Deposit Certificates

Put certificated holdings in your account so you can view all your holdings online.

New to TD? Existing customer?

Transferring to a SIPP

For information on transferring your SIPP, Click learn more below.

Learn more

Bed and ISA

Use existing investments to top up your ISA.
Our online Bed & ISA request system to transfer shares from your trading account to your linked ISA account.

Learn more

Before you transfer or deposit

It's important you know that during the transfer process there may be a period of time when you'll be unable to sell your assets, how long this takes will depend on how complex the transfer is. However, we have a dedicated team who will ensure that your transfer is as fast and efficient as possible and you'll receive regular updates throughout the process.

If you’re unsure about whether or not transferring is right for you, you should speak to an independent financial advisor.

The value of your investments, and income derived from them, can go down as well as up, so you may not get back all the money you put in.

Still can't find what you're looking for?

Email us

If you can’t find the answer you were looking for in our FAQ’s – please email us with your enquiry.

Call us

0345 607 6001

Monday-Friday 07:30-21:00
Saturday 09:00-15:00

Write to us

Customer Resolution,
TD Direct Investing (Europe) Limited
Exchange Court,
Duncombe Street,
Leeds, LS1 4AX

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@TDDirect_UK

Things to know before you apply

Risks

All trades carry a varying degree of risk and it's important you understand the nature of risk. The value of your investments may go down as well as up. You may not get back all the money that you invest.
Learn more

Your money and investments

It's important to understand how your money and investments will be held.
Learn more

Conflicts of interest

We have a conflicts of interest policy that identifies circumstances that constitute, or may give rise to, conflicts of interest which pose material risk of damage to one or more of our customers.
Learn more

Terms of service

Before you open an account with us you will be asked to confirm that you have read our terms of service.
Learn more

We offer our services on an execution-only basis, which means we don’t provide investment advice . If you are in any doubt about the suitability of the products and services being promoted you should speak to an investment adviser.

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Top 3 TD customers' UK Buys and Sells

Week commencing Monday 27th July 2015

  Top 3 Buys Top 3 Sells
1 Lloyds Banking Group Plc - LLOY Barclays Plc - BARC
2 Bp Plc - BP. Rsa Insurance Group - RSA
3 Royal Dutch Shell Plc - RDSB Taylor Wimpey Plc - TW.
See all Top Buys and Sells

The Top Ten Buys and Sells should not be taken as a recommendation to buy or sell any particular bond or stock, and it is not intended to offer any form of advice. Instead it is simply an indication of the general buying and selling trends amongst some TD customers, observed during the period stated.

Things to know before you apply

Risks

All investments carry a varying degree of risk and it's important you understand the nature of these risk. Learn more

Your money and investments

It's important to understand how your money and investments will be held and investments protection schemes that apply. Learn more

Conflicts of interest

We have a policy that identifies circumstances which may give rise to conflicts of interest. Learn more

Terms of service

Before you open an account with us you will be asked to confirm that you have read our terms of service. Learn more

Please make sure that you are aware of all associated Rates and Charges.

Agree, start my application Retrieve my application

ISA Transfer Checklist

New to TD Direct Investing

You will need to have a TD ISA account. Apply now

Existing Customer

There is no charge to transfer your ISA to us but your existing provider may have a transfer out fee so please check. Please make sure that you are aware of all associated Rates and Charges.

Make sure that you have read our Terms of Service

If you are transferring a cash ISA into a stocks & shares ISA you should be aware of the additional risks as the value of your investments and income derived from them may fall as well as rise and you may not get back all the money you invest.

If you are transferring multiple ISAs you'll need to complete a separate transfer form for each.

You can freely transfer cash between a cash ISA and our stocks & shares ISA.

To transfer your ISA from another broker, please complete and return an ISA Transfer form

Download form

Track the progress of your transfer in your account.

Shares & Funds Transfer Checklist

Please make sure that you are aware of all associated Rates and Charges.

New to TD Direct Investing

Choose an account to hold your shares or funds Choose an account

Complete and return an Asset transfer form Download form

Track the progress of your transfer in your account.


Existing Customers

Complete and return an Asset transfer form Download form

Track the progress of your transfer in your account.


US/Canadian Brokers/Stocks

You will need to complete and return the US/Canadian asset transfer form

Download form

You will also need to complete and return the appropriate W-8 BEN form, to hold US/Canadian stocks.

Download form

Certificate Deposit Checklist

Please ensure all the certificate/stocks are in your own name. Your shares will be transferred from your name to TD Direct Investing Nominees and held by us on your behalf. You will remain the beneficial owner of your shares.

New to TD Direct Investing

Choose an account to hold your shares or funds Choose an account

Complete a CREST Transfer Form for each line of stock you hold and return to us with your share certificates.

Download form

Track the progress of your deposit in your account.


Existing Customers

Complete a CREST Transfer Form for each line of stock you hold and return to us with your share certificates.

Download form

Track the progress of your deposit in your account.


US and Canadian stock deposits

Complete and return the appropriate W-8 BEN form, so that you can hold the stocks.

Download form

Complete the Template Transfer Covering Letter and return it along with your certificate

Download covering letter