Transfer yourportfolio

Investing shouldn’t cost you an arm and a leg - but if you’re investing through your bank, there’s a high chance that it will. Good thing it’s super easy to move your holdings to Lightyear.

Transfer your portfolio
Regulated by FinantsinspektsioonRegulated by Finantsinspektsioon
More info
Handled by our Estonia-based teamHandled by our Estonia-based team
Why transfer to Lightyear?
It's quick, easy, and we don't charge for transfers.

No need to sell

You only need to fill out a transfer form with your current broker and let us know — no need to sell your holdings!

Free of charge

From our side, transferring your portfolio over is free. Your current provider might charge here, though.

Tax efficient

Instruments transferred between two investment accounts stay in the tax-efficient system.
What’s the process?
It’s never been easier to ditch the painful UX and sky-high fees.
It's easier than you'd think
Initiate the transfer

First, you’ll need to start the transfer in ‘Transfer your Portfolio’ section of the Lightyear app.

The minimum transfer size is $1000 total for all instruments you’re transferring.

Fill out a transfer form
Sit back and relax
Initiate the transfer
Something for every investor
Invest and save
You can transfer instruments from your other Investeerimiskonto or business account
Tax-advantaged investing

Personal Account

  • Investeerimiskonto
  • Multi-currency account
  • 2.28% APY on your Savings
Personal Account
Put your company cash to work

Business Account

  • Trusted by 3500+ businesses
  • BlackRock Money Market Funds
  • Hold Pounds, Dollars and Euros
Business Account
Investments on Lightyear
Asset types to suit every investor
Growing wealth over the long term or hedging against risk? We’ve got tools and asset types to suit every investor.
US stocksEU stocksUK stocksETFsInterestMoney market fundsBaltic stocksBaltic bonds
As seen in
AripaevDelfiPostimeesFinancial TimesTechCrunchSifted
Safe & trusted
Keeping your money safe
Trusting us with your investments is something we don’t take for granted.
Regulated and insuredSafeguarding your assets

EU investor protection up to €20,000

Your assets are covered up to €20,000 by the Estonian Investor Protection Sectoral Fund. We’re authorised and regulated by the Estonian Financial Supervision Authority (4.1-1/31) and authorised to operate across the EU.

SIPC protection for US securities up to $500,000

Your US securities are held with our partner Alpaca, who is FINRA regulated and a registered member of the Securities Investor Protection Corporation (SIPC). Learn more about SIPC.
Frequently asked
Questions a curious investor might ask

Where can I transfer my investments over from?

Can I bring over investments from another investment account?

Can I transfer my Kasvukonto from LHV?

How much does a portfolio transfer cost?