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What are the steps to transfer my current Stocks and Shares ISA to MEXEM?
To transfer your Stocks and Shares ISA Account from your current ISA provider to MEXEM please log in to Client Portal and follow the steps:
- Navigate to Transfer & Pay
- Select Transfer Existing ISA
- Follow the on screen steps:
- Enter your current ISA Provider Account ID
- Select from the dropdown list your provider Name
Depending on your Stock and Shares ISA account provider, MEXEM may offer "In Species/Position Transfer" and "Cash only Transfers".
After submitting the request MEXEM will contact your current ISA Manager to initiate the transfer of your account.
Important Information:
If MEXEM does not support all your investments held at your existing ISA Manager, you can have two options:
- Sell the unsupported investments yourself before initiating the transfer (any cash proceeds of such liquidation will be transferred to your MEXEM ISA)
- Instruct MEXEM (as part of your transfer instructions via Client Portal) to liquidate those investments.
Your current Stocks and Shares ISA account provider must validate the account number provided on the request.
All personal details must match exactly (Name, Address (postal code), Date of Birth and NINO) across both providers.
How Long Does it Take:
ISA transfers typically take a few business days, up to 30 calendar days, depending on your current provider.
Please note that you can track the progress of your ISA transfer via Transfer & Pay followed by Transaction Status & History.
Fees:
MEXEM does not charge a fee for incoming ISA transfers
Your current ISA provider may charge exit or transfer fees - please check with them directly.
Additional Information:
- Only full ISA transfers are supported.
- MEXEM UK may not support transfers from all ISA providers.
- You will see the list of supported providers when you initiate the transfer in Client Portal.
