We accept securities transfers from Swedbank. Note that the process described below is accurate at time of publication - while we do our best to keep this guide updated, the exact steps may vary. You'll need to complete this process once for each instrument you wish to transfer.

First, make sure you have initiated the transfer request in our app to ensure we can accept your holdings.

1. Head to the Swedbank portal

• Login to Swedbank
• Select “Savings, Investments”
• Select "My Portfolio and reports"
• Scroll to "Securities transfer"

2. Fill out the Swedbank securities transfer form

Enter the following details:

• Securities Account: Select the account that holds the instrument you want to transfer
• Security Type: Stock
• Currency: The currency your stock is traded in
• Security name: leave blank
• ISIN: Enter the ISIN (International Securities Identification Number) of the instrument you want to transfer. For example, if you wanted to transfer Wise PLC, you'd enter GB00BL9YR756.

Hit the “Search” button, and you'll see a summary screen of the security. Click the “-” icon in the “Sell” row:

After selecting “Sell” you’ll be redirected to another form to complete the order.

3. Complete the Swedbank securities transfer order

At this point, you'll see a form like this.

For UK stock transfers, enter the following details:

• Quantity: Enter the number of shares you want to transfer to Lightyear
• Security Price: Enter the current market price of the instrument and the currency
• Settlement type: Select free
• Counterparty’s account operator: (see Standard Settlement Instructions below)
• Counterparty’s securities account: (see Standard Settlement Instructions below)
• Counterparty’s name: Lightyear
• Comments: Copy and paste this in to the box: "Brokerage Email: transfers@lightyear.com"
• Trade Date: Select a working day that’s two working days from today (e.g. 11/12/2024)
• Settlement Date: Select a working day that’s two working days from the above trade date (e.g. 13.12.2024)
• Stock exchange ref: Leave blank
• Client ref: Leave blank

Standard Settlement Instructions: UK exchange

• ABN AMRO Clearing Bank N. V.
• BIC: ABNCNL2AXXX
• Transfer Type/Place of Settlement: CREST
• CREST/Participant ID = 585A
• CREST/Account ID = 585LGY

For US stocks, use the details below:

• Quantity: Enter the number of shares you want to transfer to Lightyear
• Security Price: Enter the current market price of the security and the currency
• Settlement type: Select free
• Counterparty’s account operator: DTC
• Counterparty’s securities account: 3021
• Counterparty’s name: Alpaca Securities
• Comments: Account Number: 1PS-7386983LO
• Trade Date: Select a working day that’s two working days from today (e.g. 11/12/2024)
• Settlement Date: Select a working day that’s two working days from the above trade date (e.g. 13.12.2024)
• Stock exchange ref: Leave blank
• Client ref: Leave blank

For EU stocks (except Baltic, see below), enter the following details:

• Quantity: Enter the number of shares you want to transfer to Lightyear
• Security Price: Enter the current market price of the security and the currency
• Settlement type: Select free
• Counterparty’s account operator, counterparty's security account, Counterparty's name, Comments: Reach out to Lightyear Support below with your stock details (ticker(s) and name(s)) and we will advise
• Trade Date: Select a working day that’s two working days from today (e.g. 11/12/2024)
• Settlement Date: Select a working day that’s two working days from the above trade date (e.g. 13.12.2024)
• Stock exchange ref: Leave blank
• Client ref: Leave blank

For Baltic stocks, use the details below:

• Quantity: Enter the number of shares you want to transfer to Lightyear
• Security Price: Enter the current market price of the security and the currency
• Settlement type: Select free
• Counterparty’s account operator: LIEOEE22XXX
• Counterparty’s securities account: You can get this Baltic securities account number when you start the transfer request in the Lightyear web or mobile app
• Counterparty’s name: Lightyear Europe AS
• Comments: Copy and paste this in to the box: “Brokerage Email: transfers@lightyear.com”
• Trade Date: Select a working day that’s two working days from today (e.g. 11/12/2024)
• Settlement Date: Select a working day that’s two working days from the above trade date (e.g. 13.12.2024)
• Stock exchange ref: Leave blank
• Client ref: Leave blank

Once you've added all required details, hit the “Review” button, then confirm the transfer

4. Sit back & let us take care of the rest

After you submit the form, Swedbank will coordinate the next steps with us.

Once your stock transfer is finished, you will receive a celebratory push notification from us.

Your shares will now be available for you to trade within the Lightyear app!

If you had any issues following this guide please do let us know below.