Transfer to InvestEngine

Transfer your ISA or SIPP to InvestEngine to benefit from easy, automated, low‑cost investing.

Like our account fees, we won’t charge you to transfer to InvestEngine and we’ll handle all the admin with your previous manager.

With investing, your capital is at risk, and tax treatment depends on your personal circumstances, which may change

Winner. Finder Awards 2023. People's choice investment provider

Winner. Finder Awards 2024. Investing Customer Satisfaction

No ISA or SIPP fees

DIY or Managed options

Automated investing

Authorised & regulated

Why transfer to InvestEngine

Low‑cost investing your way

No account fees on your ISA or SIPP. Choose and manage your own investments for free or leave it to our experts and pay just 0.25% a year (ETF costs apply to DIY and Managed Portfolios).

It’s free and easy!

We don’t charge for transfers.
In-specie transfers available, meaning you can transfer any ETFs you already own to InvestEngine without having to sell them first.
Stress-free — sign up and complete our online form and then we’ll do the rest, sorting the transfer admin with your previous provider.
Here's how

Automate your regular investing

Choose your regular amount and we'll automatically add it to your portfolio. A great way to grow your wealth.

ETFs have spreads and annual charges and come with risks like market volatility, liquidity, and concentration, and may not always accurately track their index. Past performance and forecasts are not reliable indicators of future results. The value of your investments, including any income, can rise or fall. You may get back less than you originally invested.

See how our portfolios compare

Select below:

Costs for an ISA portfolio containing 5 ETFs using the full £20,000 ISA allowance, invested monthly for 20 years and assuming 7% annual investment growth.

Platform	ISA Fee	Dealing charge per trade	Returns lost to fees in 10 years	Portfolio value after 10 years	Returns lost to fees in 20 years	Portfolio value after 20 years
InvestEngine	Free	Free	£0	£286,528	£0	£850,171
Freetrade	£4.99 p.m.¹	Free	£854	£285,674	£2,533	£847,638
Vanguard	0.15%²	Free	£2,434	£284,094	£10,133	£840,038
Interactive Investor	£4.99 p.m.	£3.99	£4,266	£282,262	£12,658	£837,513
AJ Bell	0.25%³	£5.00	£4,845	£281,683	£14,405	£835,776
Fidelity	0.35%⁴	£7.50	£7,697	£278,830	£22,839	£827,332
Hargreaves Lansdown	0.45%⁵	£11.95	£10,843	£275,684	£32,192	£817,979

The chart above compares the fees of platforms with a comparable investment solution to InvestEngine DIY, assuming a £0 starting ISA portfolio, investing £1,666.67 into five UK ETFs per month for 10 years with 7% growth per annum. Fees as displayed on platform websites as at 28 February 2025. The displayed fees only include the costs charged by the respective platforms. They do not include any product fees such as ETF charges. Some platforms may have reduced fees depending on different volumes, funding sizes or subject to additional subscriptions. The information above is for illustrative purposes only and for up to date fees you should visit their respective websites.

¹Freetrade: ISA fee reduction from £5.99 to £4.99 given the 12 month commitment.
²Vanguard: capped at £375 a year. £4 p.m. on account balances up to £32,000.
³AJ Bell: capped at £3.50 p.m.
⁴Fidelity: capped at £7.50 p.m.
⁵Hargreaves Lansdown: capped at £3.75 p.m.

Capital at risk

How to transfer your ISA to InvestEngine

Hit 'Get started' to sign up to InvestEngine

Open an ISA or SIPP* account with us

Choose your investments and when you're ready go to Portfolio › Options › Transfer an ISA or Personal Pension

Fill in the form and we'll do the rest

*Please note, SIPP transfers are only currently available for Vanguard customers

Authorised and Regulated

InvestEngine is authorised and regulated by the Financial Conduct Authority (FCA)
and covered by the Financial Services Compensation Scheme (FSCS)

Ready to invest?

Whether you’re doing it yourself or leaving it to us — click
'Get started' to build your portfolio

With investing, your capital is at risk, ETF costs apply.