Portfolio transfer

It is possible for you to transfer your portfolio to DEGIRO, however there are a number of points to consider before commencing:

• First you would need to complete all the steps of registration online.
• DEGIRO charges a fee per position to transfer to DEGIRO. Please see the Fee Schedule and Custody Fee Schedule for details.
• It is also possible that your current bank or broker may also charge a fee for transferring your portfolio. Is it not the policy of DEGIRO to reimburse any costs imposed by your bank.

It is also important to note that a full portfolio transfer can take several weeks to be completed:

• We first check the eligibility of the products to be transferred from your portfolio to DEGIRO.
• If it is possible to transfer your portfolio, we will reach out to your current provider to commence the transfer. Please also submit transfer instructions to your current broker to facilitate this process.
• It is possible that we will receive different parts of your portfolio at different times because some providers may work with several custodians and they all have to synchronise their settlement instructions.

As soon as your whole portfolio has been received, we will transfer it to your account at DEGIRO.

If you wish to transfer your portfolio, please complete the Portfolio Transfer form and send it to transfers@degiro.co.uk. You will receive a confirmation email when the document has been received indicating the next stage in the procedure.

No. As DEGIRO is a completely online broker, we cannot accept the transfer of any shares that are not held electronically. Prior to transferring to DEGIRO, the shares must be digitised. You must check with your current bank or broker if this is a service that they can provide.

No. DEGIRO does not facilitate “gift” transfers. For all transfers, the name on the account which you are transferring must match the name on the DEGIRO account. This also applies to Joint Accounts.

An individual account can only be transferred to an individual account of the same name and a joint account can only be transferred to an account where both account holders are the same.