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
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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
Now available as fractionals
A universe of assets, made simple
From stocks to funds, bonds and more, explore a vast universe of investment options, all in one place. And now with fractionals, you don't need to buy a whole share. Just pick the amount you want to invest, and you're in. Subject to availability.
US stocksEU stocksUK stocksETFsInterestMoney market fundsBaltic stocksBaltic bonds
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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