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Transfer investments

Get everything in one place with our quick and easy transfer process

Here you can transfer your existing investments from other providers quickly and easily to Smarterly. Get everything in one place and also benefit from free SmarterCare to help monitor your investment. Or find out more about how transferring an investment to us works.

Type the name of your provider below.

Choose the investment you want to switch into from our comparison tables.

Set up an account, or log in if you're already registered.

Authorise the transfer by signing a pre-filled form and we'll look after the rest!

Step 1 - enter your existing provider's details

Just select the type of investment and start typing the name of your current provider.

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