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How to transfer my portfolio from other brokers

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.

  1. First, make sure you have initiated the transfer request in our app to ensure we can accept your holdings.
  2. 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.

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