TRANSFER YOUR GENERAL INVESTMENT ACCOUNT

Comparisons to other providers are based on published costs on their websites as of 31 August 2024, for a portfolio size of £10,000 and trades on shares and ETFs within a general investment account (GIA). They are shown for illustrative purposes only. For confirmation of their up to date charges and product information, you should visit their websites.

Hargreaves Lansdown:
Fee per trade reduces, depending on the number of trades executed in the previous month, to £8.95 per trade for 10-19 trades, and £5.95 for 20 or more trades. The FX rate reduces on a tiered scale, based on transaction value: 1% for the first £5,000, 0.75% for the next £5,000, 0.50% for the next £10,000, and 0.25% for anything above £20,000.

Interactive Investor:
Subscription fee is based on the Investor Essentials plan which allows for a maximum portfolio size of £50,000. For portfolios above £50,000, customers are switched to the Investor Plan which costs £11.99/mo. The FX rate reduces on a tiered scale, based on transaction value: 1.25% for trades between £25,000 - £49,999, 1.0% for trades between £50,000 - £99,999.99, 0.50% for trades between £100,000 - £599,999, and 0.25% for trades of £600,000 or more.

AJ Bell:
Subscription fee is based on the monthly 0.25% charge on the value of shares held in the dealing account, which is the equivalent of a general investment account (GIA). This is capped at £3.50/mo. Fee per trade reduces to £3.50 if 10 or more trades were executed in the previous month. The FX rate reduces on a tiered scale, based on transaction value: 0.75% for the first £10,000, 0.50% for £10,001 - £20,000, and 0.25% for anything over £20,000.