Investments Transfer

Why transfer a portfolio to Moneyfarm?

No transfer fees

Lower costs and clearer performance

Better tools and support

Get closer to your goals in 3 simple steps

Request the transfer form by sending us an email*.
Complete the form following the instructions we’ll provide.
We’ll notify you once the transfer has been completed.

*Send us an email at hello@moneyfarm.com with “investment transfer” in the subject line.

. The value of your Moneyfarm investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance. The tax treatment of a Moneyfarm Stocks and Shares ISA and a Moneyfarm Pension depends on your individual circumstances and may be subject to change in the future. You should seek financial advice if you are unsure about investing.

Registered office: 90-92 Pentonville Road, London N1 9HS | Registered in England and Wales Company No. 09088155 | Telephone number: +44 (0)20 3745 6991 | VAT No. 467458154

Moneyfarm is a trading name of MFM Investment Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA Firm Reference Number: 629539)

Authorised and regulated by the Financial Conduct Authority as an Investment Advisor and Investment Management Company - Authorisation no. 629539

This company meets high standards of social and environmental performance, transparency and accountability.

Moneyfarm uses an encrypted connection to protect your data.

Transfer your investments to Moneyfarm for free.

Why transfer a portfolio to Moneyfarm?

Get closer to your goals in 3 simple steps