How to transfer from one HL client to another

Here's how to transfer cash or investments from your Fund and Share Account or Stocks and Shares ISA to someone else's Fund and Share Account.

Before you start

You can transfer investments or cash from a Fund and Share Account or Stocks and Shares ISA to someone else's Fund and Share Account.
The person you’re transferring to will need to have a Fund and Share Account open before you start the transfer.
You'll need the details of the person you’re transferring to, including their name, date of birth, postcode and client number.
If you’re transferring from a Stocks and Shares ISA, you should know that outside of an ISA, investments could be subject to income tax and capital gains tax. Tax rules can change, and benefits depend on your circumstances.

Log in online to see your accounts.
Select ‘Transfer between HL accounts’.
Select where you want to transfer from and to, then select ‘Continue’.
Enter the details of the person you’re transferring to, then select ‘Continue’.
Search for the investments you want to transfer and enter the number of units to transfer. If you have cash you’d like to transfer, enter the amount. Then select ‘Continue’.
If you’re transferring from an ISA, read the ISA withdrawal warning. If you understand you will not be able to pay this money back into your ISA without using part of your ISA allowance, select ‘I confirm'.
Review your transfer request and select ‘Submit transfer’.

We’ll aim to complete your transfer in around 5 working days. We’ll contact the recipient of the transfer once it’s complete.