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.


No need to sell
Free of charge
Tax efficient
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

4,000+ US stocks across the NYSE and Nasdaq.
Explore US stocksEU investor protection up to €20,000
SIPC protection for US securities up to $500,000
Where can I transfer my investments over from?
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.
Can I bring over investments from another investment account?
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.