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Transfer Holdings


Rick1964

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9 hours ago, Rick1964 said:

I am a new trader, have just joined and funded my account. How do I begin transferring holdings from my Commsec to IG?

Thanks for your post. 

If you want to transfer your shares and cash over to IG you can do so by selecting MyIG> Share dealing> Stock transfer. 

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I hope this helps. 

All the best 

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CharlotteIG I have 3 questions please

 

 I follow the same process to transfer cash& stocks from another provide to IG. Next step of this process asks "Did you make any contributions this tax year that you would like to transfer? Y?N." -

Question 1: I guess this is contributions (cash deposits) I have made in my stocks & shares ISA?

 

And right after that it asks to describe the Holding(s) (name, quantity, book cost).

Question 2: Should I describe here each stock in the portfolio ?

Question 3: and what about the cash ?

thanks

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On 02/06/2020 at 13:33, naptop330 said:

CharlotteIG I have 3 questions please

 

 I follow the same process to transfer cash& stocks from another provide to IG. Next step of this process asks "Did you make any contributions this tax year that you would like to transfer? Y?N." -

Question 1: I guess this is contributions (cash deposits) I have made in my stocks & shares ISA?

 

And right after that it asks to describe the Holding(s) (name, quantity, book cost).

Question 2: Should I describe here each stock in the portfolio ?

Question 3: and what about the cash ?

thanks

Thanks for your post. 

image.png

Question 1: what it's asking is 'did you fund this tax year at other broker, and do you want to transfer over? If you have not funded this tax year (6th April onward) then you would select 'no'. 

Question 2: If you have a cash isa, click on sell my holdings and transfer as cash. If you have stock you will have to list them and the amount of shares you have. 
 
Question 3: If you have a mixture of cash and shares you have to list all the shares you have and then there should be an option about the amount of cash you want to transfer. 
 
I hope this helps. 
 

image.png

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