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ISA Transfer Application - Bestinvest Select

ISA Transfer Application - Bestinvest Select 2025

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The document is an ISA Transfer Application form for transferring either a Stocks & Shares ISA or a Cash ISA to Bestinvest. It outlines the necessary steps, including completing the application and accompanying forms, providing investment details, and setting up a Direct Debit Mandate. The form requires personal information from the applicant and includes declarations regarding tax residency and subscription limits. Additionally, it provides instructions for submitting the application and offers contact information for assistance.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the fees for Bestinvest accounts?

What is the service fee for my account? We have a tiered fee structure, starting at 0.2% of invested assets for Ready-made Portfolios and 0.4% for other investments. Service fees apply to the value of the investments within that tier.

How do I transfer money from one ISA provider to another?

How to transfer your ISA. To switch providers, contact the ISA provider you want to move to and fill out an ISA transfer form to move your account. If you withdraw the money without doing this, you will not be able to reinvest that part of your tax-free allowance again.

How to withdraw money from BestInvest?

How do I make a cash withdrawal? First, select the account you would like to withdraw cash from. Click on the Manage cash tab and then the Withdraw cash button. From here, you can follow the steps to choose how much cash to withdraw and confirm the details of the bank account you would like to pay into.

Is BestInvest a good platform?

Bestinvest is an investment platform aimed at both beginner and experienced investors. Bestinvest is a good choice for those looking to invest small amounts, and I like that investors can speak to an investment coach for free through the platform an offer unique to Bestinvest.

How long does fidelity ISA transfer take?

Well be in contact once the process has been completed, which can take up to 8 weeks. Or you can track your ISA transfer in your online account. Once your money has been transferred, you can keep it invested in the same funds and shares if theyre available on our platform.

How much does Bestinvest charge to transfer money?

Does it cost anything to transfer? No, its free and one of the many benefits of transferring to Bestinvest is that we pay up to 500 for exit fees applied by your existing providers*. Subject to terms and conditions. How long does a transfer take?

Does it cost money to transfer brokerages?

Theres a good chance that a full transfer out of your account will come with a fee from your old broker, generally from $50 to $100. (Heres our rundown of common brokerage and investment fees.)

Does transferring an ISA count as opening a new ISA?

No. Neither transferring nor renewing your ISA count as a new ISA. Even if you havent paid anything into your ISA for over a whole tax year (6 April to 5 April the following year), you can restart contributions into your existing ISA again.

ISA Transfer Application - Bestinvest Select 2025

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