Transferring Investments
You'll find all the forms you need to transfer investments held with another broker to your Barclays Stockbrokers account below:
- Transferring ISAs you hold with another broker
- Transferring investments you hold with another broker
- Transfer investments you hold as share certificates in your name(s)
You can also read our Transferring Investments FAQs
Transferring ISAs from another broker
Download the pack below. This contains the forms you need as well as guidance notes to help you complete the forms.
Transferring from another broker
Download the pack below. This contains the forms you need as well as guidance notes to help you complete the forms. If you do not currently have a trading account with us you will also need to open a Market Master account.
Please be advised, these forms should not be used for transferring ISAs.
Transfer from current broker pack
Transferring share certificates
Download the pack below. This contains the forms you need as well as guidance notes to help you complete the forms.
Transferring share certificates pack
If you have any questions about transferring your investments send us an email or call us on 0845 601 7788