Transfer yourportfolio

We can accept a transfer from almost any broker that facilitates transfers out of their platform but in the app you'll find a list and guides specific to brokers from which transfers are commonly initiated.

It’s crucial that you initiate a transfer on your current broker’s platform. We can only start processing it once we receive their confirmation. To help you, we have created detailed step-by-step guides.

Yes, you can bring over cash and instruments from a pre-existing investment account to a Lightyear investment account, without tax liability arising from profits on these assets when sold. You can deposit cash directly between accounts or set up a portfolio transfer to bring over whole-share stocks, funds or bonds — provided they are available on Lightyear.

If you have acquired investments with another provider outside the investment account regime, you can still transfer these over to Lightyear. But those can't be included in the investment account system (unless transferred before 01.01.2024) and hence will be taxed upon selling, i.e. pursuant to the regular regime.