Unlock our best ever transfer offer
Cashback capped at £2,000 for your ISA and £2,000 for your SIPP.
You can also get up to 50% on your first year’s subscription.
See the offer T&Cs and FAQs for more details.
Step 1: Ensure you have an open ISA and/or SIPP with an annual subscription plan on or before 30 November 2024.
Step 2: Top up or start a transfer for at least £5,000 into your Freetrade ISA and/or SIPP on or before 30 November 2024. Other eligibility rules apply, see the terms and conditions.
Step 3: Keep your account open. If you make withdrawals or transfers out that cause your ISA or SIPP account’s net funding to fall before we award the share, the value of your cashback and subscription discount will be impacted. If it falls below £5,000, you will not be awarded cashback or a subscription discount.
Step 4: We’ll discount your subscription and drop the cashback into your General Investment Account (GIA) within 60 days of campaign completion if you have qualified via ISA and/or SIPP.
No, this is just available to customers who have not had a Freetrade account before. There are other offers available to existing customers.
Both standard and plus accounts are eligible for discounts, choose the annual subscription that suits you and once your top ups or transfers settle we will apply the appropriate discount to your account within 60 days of the campaign completing.
Your subscription will be discounted for its first year, it will then revert to the normal annual subscription cost (subscription plan comparisons)
This offer is open to new Freetrade customers who have opted-in to Transferring their Stake accounts to Freetrade. Cashback offers are available to existing Freetrade customers (ISA & SIPP)
A transfer in the context of this campaign is the transfer of an ISA or SIPP from an existing provider.
A top up in the context of this campaign is when you add cash to your account.
It is the value of the deposits minus the withdrawals you make during the campaign period.
No, accounts will be evaluated singularly.
Cashback awarding will be measured at an individual investment account level (ISA and/or SIPP). Multiple transfers into a single investment account will be measured together.
If you transfer funds into both investment accounts you will have two opportunities to receive cashback, depending on transfer value.
You can earn a maximum £4,000 cashback under this offer.
£2,000 for stocks and shares ISA transfers
£2,000 for pension transfers.
Cashback is capped on the aggregate of all transfers made during the campaign period into each account, not on each individual transfer.
Cashback is also evaluated at an product level, so you can earn cashback on both your ISA and SIPP
Both standard and plus accounts are eligible for discounts, choose the annual subscription that suits you and once your top ups or transfers settle we will apply the appropriate discount to your account within 60 days of the campaign completing.
You’ll get 1% cashback on qualifying pension transfers, up to a maximum £2,000 cashback.
You’ll get 1% cashback on qualifying ISA transfers, up to a maximum £2,000 cashback.
Cashback will be 1% of the final transfer value.
Cashback will be paid within 60 days of the campaign completing if you have qualified for the offer.
If you transfer multiple ISAs and pensions, we’ll pay cashback within 60 days of the campaign completing, so long as the total value of the ISAs or pensions you have transferred are more than £5,000.
Cashback will be paid within 60 days of the campaign completing if you have qualified for the offer.
Check you qualify:
Have your transfers completed yet?
Have you transferred at least £5,000 in pensions or ISAs?
Do you have an annual Standard or Plus subscription?
If you answer ‘yes’ to all the above criteria, and your transfer(s) completed more than 60 days ago, use your Priority Customer Support in-app (available to Plus subscribers) and we’ll investigate. 🕵️
Important: If you have withdrawn, closed, or transferred your iSA or SIPP elsewhere, you will no longer qualify for cashback. See our terms and conditions for more details.
No, your cashback will be paid into your General Investment Account (GIA).
No problem. Although you must initiate your transfer(s) by this date, you have until 28 February 2025 for them to complete.
If the transfer takes longer than this for reasons outside of your control, we’ll still honour the offer.
If you close your Freetrade ISA or SIPP, withdraw from it, or transfer it elsewhere before we’ve paid your cashback, then you will no longer qualify.
If you close or transfer (all or part of) your Freetrade SIPP elsewhere within 365 days of your transfer completing, we reserve the right to clawback the cashback you’ve received.