These steps apply only to non-ISA transfers. For ISA transfers, please see Transferring my ISA.
We accept securities transfers from most brokers that can facilitate transfers out of their platform.
- First, make sure you have initiated the transfer request in our app to ensure we can accept your holdings.
- Once that's done, go ahead and fill out the transfer form. Once completed, please send it to transfers_uk@lightyear.com
And that's it, we've got it from here and will coordinate everything with your other broker! The time it takes to process a transfer may vary depending on your other broker and amount of requests, but we'll keep you updated throughout via app notifications.