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Transfer your portfolio

Investments acquired inside the investment account system can be transferred to your Lightyear investment account, and they’ll remain within the tax efficient system.

When you invest, your capital is at risk. Switching brokers may have cost implications.

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How it works

Create your account

It only takes a few minutes to get started with Lightyear. Once you’re set-up you can start a transfer from the list of brokers below.

Initiate a stock transfer

There's no need to sell your eligible whole share investment positions. We also won’t charge you for incoming transfers, though your current broker might.

Sit back and relax – we’ll do the rest

Once your broker starts the process you’ll be able to follow along with it’s progress under Activity tab in Lightyear.

Supported Brokers

Broker not listed? Check our stock transfers guide.
LHV
Transfers from an LHV securities account (excluding Kasvukonto)
Swedbank
Transfers from a Swedbank securities account
InteractiveBrokers
Transfers from IBKR (Interactive Brokers).
Shareworks
Transfers from Morgan Stanley's Shareworks (formerly Solium).
Freetrade
For UK customers, we accept stock transfers from Freetrade.
Scalable Capital
Transfers from Scalable Capital.

FAQ

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 here.

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 supported by 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 1.01.2024) and hence will be taxed upon selling, i.e. pursuant to the regular regime.

Can I transfer my Kasvukonto from LHV?

Though Kasvukonto can fall under the investment account system itself (if you have declared it as such), it’s not usually possible to bring over your pre-existing investments from it. This limitation comes from stocks and funds in Kasvukonto usually being fractional, but please check this with your bank.

How much does a portfolio transfer cost?

Though we don’t charge you for the transfer, your current broker might. So please be aware of any costs during the process. Your current broker might ask you to pay or sell some of the stock to cover for the transfer fee.