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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
We accept stock transfers from LHV bank.
Swedbank
We accept stock transfers from Swedbank.
InteractiveBrokers
We accept stock transfers from IBKR (InteractiveBrokers).
Shareworks
Transfer from Morgan Stanley's Shareworks (formerly Solium).
Freetrade
For UK customers, we accept stock transfers from Freetrade.
Scalable Capital
We accept stock transfers from Scalable Capital.

FAQ

Can I transfer over my investments from another investment account to Lightyear investment account? How will those be taxed?

Absolutely! If these investments have been acquired inside the investment account system and transferred to Lightyear investment account, then they’ll remain within the investment account system.

If you have acquired investments with another provider outside the investment account regime however, then you can still transfer these over to Lightyear, but those can not 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.