# How to transfer my portfolio from LHV

Step by step guide to initiate transfers with LHV

**These steps apply only to non-ISA transfers. For ISA transfers, please see [Transferring my ISA](/help/trading-and-investments/transferring-my-isa).**

We accept securities transfers from LHV. You'll need to complete the correct form in LHV to initiate the transfer. 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](/help/trading-and-investments/stock-transfer) in our app to ensure we can accept your holdings.**

## 1. Get the correct form in LHV

- Navigate to [LHV.ee](https://lhv.ee)
- Select “Internet Bank”
- Select “Instrument transfer" under investing

## 2. Fill out the form In LHV

- **Transaction**: Sell
- **Security**: Non-baltic 
- **Account**: Select the correct LHV Investment account that holds your securities
- **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 JE00BQKY0816. 
- **Quantity**: Enter the number of shares you want to transfer to Lightyear
- **Price**: Enter the current market price of the asset
- **Trade Date**: Select a working day that’s two working days from the present date
- **Settlement Date**:  For US-listed instruments, select a working day that’s 5 working days from your chosen trade date. For other instruments, it's 3 working days. If you have trouble setting the date, kindly contact LHV for assistance.
- **Specify (exchange)**: This field may not be present. If it is present then select the exchange on which your instrument is traded.
- **Custodian**: Lightyear Europe AS
- **Name**: Lightyear
- **Additional Transfer Details**: Copy paste the relevant Standard Settlement Instructions into the box (see below)

Our Standard Settlement Instructions (SSI) vary based on whether you're transferring a UK, US, or EU stock. **For UK and US stocks**, use these details:

US exchange
- DTC Number: 3021
- Clearing Firm: Alpaca Securities
-  MPID: APCA
- Client’s name: Lightyear Europe AS
- Client’s Alpaca Account Number: 1PS-7386983LO
- BIC: APCCUS62XXX
- Email: [transfers_uk@lightyear.com](mailto:transfers_uk@lightyear.com)

UK exchange
- Lightyear Nominees Ltd
- Transfer Type/Place of Settlement: CREST
- CREST/Participant ID: AIUAL
- Email: [transfers_uk@lightyear.com](mailto:transfers_uk@lightyear.com) 

**For EU stocks**, please reach out to Lightyear Support below with your stock details (ticker and name) and we will advise. 

Hit the “Preview” button, then **confirm the transfer**.

## 4. Sit back & let us take care of the rest
After you submit the form, LHV will coordinate the next steps with us. Once your stock transfer is finished, you will receive a celebratory push notification from us.

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

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Canonical: https://lightyear.com/en-gb/help/trading-and-investments/how-to-transfer-stocks-from-lhv