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Can I transfer an existing investment portfolio?
Can I transfer an existing investment portfolio?
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Written by Help
Updated over a week ago

You can transfer an existing Cash ISA or Stocks & Shares ISA to fund your Exo ISA.

However, it is not possible to transfer assets in specie (i.e. in their actual form). Therefore, when processing the transfer of a Stocks & Shares ISA, we will instruct your current provider to liquidate any existing investments they hold in your account and then transfer the ISA as cash for us to re-invest. This preserves your ISA's tax-efficient status and allows us to manage it in the most appropriate way based on your profile.

If you want to transfer an existing ISA to Exo, please contact our Support team at help@exoinvesting.com.

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