Transfer to us

Why transfer to Bank of Scotland?

  • You will get a low-cost trading account with easy to understand charges.
  • For a simpler life, find and manage all of your investments in one place.
  • It is easy to do, simply login and complete the online transfer form, and you’ll receive a text with any updates until your transfer is completed.

What would you like to invest in?

Choose from the following options to see how we compare on charges against our competitors.

Just want to start a transfer? Transfer to us in 3 steps.

 

See how we compare on trading in a Stocks and Shares ISA

This comparison is based on:

  • Using your full ISA allowance by investing £20,000
  • Trading 4 times a year in stocks and shares
  • Our charges and competitors charges only, this excludes any fund manager charges, government taxes or levies

BOS logo

Hargreaves Lansdown logo

interactive investor logo

Fidelity logo

Standard online commission (per trade)

£12.50

£11.95

£7.99

£10

Annual platform/admin charge

£12.50

£45

£119.88

£45

Calculation

4 trades = (4 x £12.50) +

Annual admin charge (£12.50)

4 trades = (4 x £11.95) +

 

Annual platform charge of 0.45% (a shares only portfolio is capped at £45)

Monthly ‘investor’ price plan (£9.99 x 12 months). Includes 1 free trade per month.

4 trades = (4x £10) 

 

0.35% annual service fee (a shares only portfolio is capped at £45)

Total cost

£62.50

£92.80

£119.88

£85

Want to transfer? UK stocks usually take 2 – 3 weeks to transfer to us and 6-8 weeks for international stocks.

See how we compare on trading funds in a Stocks and Shares ISA

This comparison is based on:

  • Using your full ISA allowance by investing £20,000
  • Trading 6 times a year in funds
  • Our charges and competitors charges only, this excludes any fund manager charges, government taxes or levies

BOS logo

Hargreaves Lansdown logo

interactive investor logo

Fidelity logo

Standard online commission (per trade)

£12.50

Free

£7.99

Free

Annual platform/admin charge

£12.50

£90

£119.88

£70

Calculation

6 trades = (6 x £12.50) + 

 

Annual admin charge (£12.50)

6 trades = (free) + 

 

Annual platform charge of 0.45% (£90) 

Monthly ‘investor’ price plan (£9.99 x 12 months). Includes 1 free trade per month.

6 trades = (free) +

 

0.35% annual service fee (£70)

Total cost

£87.50

£90

£119.88

£70

Want to transfer? Funds usually take 6-8 weeks to transfer.

See how we compare when investing for your retirement

This comparison is based on:

  • Saving for your retirement in a SIPP which is valued at £100,000 and is invested in funds
  • Trading funds 4 times a year
  • Our charges and competitors charges only, this excludes any fund manager charges, government taxes or levies

BOS logo

Hargreaves Lansdown logo

interactive investor logo

Fidelity logo

Standard online commission (per trade)

£12.50

Free

£7.99

Free

Annual platform/admin charge

£180

£450

£239.88

£350

Calculation

4 trades (£50) +

 

Annual admin charge (£180)

4 trades = (free) +

 

Annual platform charge of 0.45% (£450)

Monthly ‘investor’ price plan (£9.99 x 12 months) +

 

SIPP admin charge (£10 x 12 months)

4 trades (free) +

 

0.35% service fee (£350)

Total cost

£230

£450

£239.88

£350

Want to transfer? UK stocks usually take 2 – 3 weeks to transfer to us and 6-8 weeks for international stocks and funds.

Data for all tables has been taken from competitor websites, correct at 01/12/2019. Please note, in addition to our charges you may have to pay government taxes or levies. Fund managers will also apply their own charges for funds and you can find these in the fund’s Key Investor Information Document.

The value of an investment can fall as well as rise, and you may get back less than you invest. If you are not sure about investing, seek independent advice. Tax treatment depends on personal circumstances and may be subject to change.

Transfer to us in 3 easy steps

Step 1 - Open one of our accounts

Step 2 - Login and complete an online transfer form

Step 3 - Print and sign your completed form (or ask for us to post a copy to you) and then return it to the address provided.

Already investing with Bank of Scotland?

Login to transfer your investments to us

Transfer your SIPP to us

Step 1 - New to Bank of Scotland? Complete our application pack (which includes a transfer form)

Already have a SIPP with us? Complete our transfer form and return it to the address provided

Step 2 – Receive a text with any updates until your transfer is completed

Step 3 - Transfers take around 6 - 8 weeks

Transfer to us | Investing | Bank of Scotland

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.