Transfering Stock From Another Broker

• Transfer your shares held with another broker
• Transfer your share certificates in
• Transfer an existing ISA to us
• Transferring shares into an existing TD Waterhouse Trading ISA

Transfer your shares held with another broker

Existing TD Waterhouse Customers

To transfer stock that is currently held for you by another broker simply complete and return our Asset Transfer Form and we will do the rest.

New to TD Waterhouse

You will need to open a Trading or Trading Plus, Account with Nominee facilities. Apply online or request an application pack by post. Once your account is open and you have your account number, complete and return our Asset Transfer Form.

Please return your Asset Transfer Form to:
Broker Transfer Team
TD Waterhouse
Exchange Court
Duncombe Street
Leeds
LS1 4AX

Transfer your share certificates in

If you hold paper share certificates, you can put them in your account to be held electronically allowing you to view all of your holdings online. This facility is referred to as a Nominee Service. The TD Waterhouse Nominee Service is offered alongside a trading account.

New to TD Waterhouse

You will need to open a Trading or Trading Plus, Account with Nominee facilities. Apply online or request an application pack by post.

Existing TD Waterhouse Customers

You just need to complete and sign a Crest Transfer Form for each stock held and return to us with your share certificates.

The easiest way to do this is to login and use our Crest Transfer Form Generator to create pre-filled Crest Transfer Forms in PDF format which you can then download, print out and sign. Once logged in go to Payments and Transfers/Transfer Shares In.

Alternatively, you can send us a letter stating your name and account number, and the quantity of each stock you wish to transfer. We will then send you pre printed transfer forms for you to sign, please return these to us together with your certificates.

Or you can download blank CREST Transfer Forms and complete them yourself, returning them to us with the appropriate certificates. Please ensure the details on the transfer forms match exactly with those on your certificate irrespective of spelling mistakes.

Please note: you will need to complete and sign a separate CREST Transfer Form for each stock you wish to transfer to us.

Please send your completed forms to:
Broker Transfer Team
TD Waterhouse
Exchange Court
Duncombe Street
Leeds
LS1 4AX

• We do not charge a transfer-in fee but there may be an exit fee from your current provider.
• This process will take approximately 10 working days.

Transfer an existing ISA to us

To transfer an existing ISA to us, simply download and complete our ISA Transfer Form. Return the form to us and we will do the rest.

Please return all completed forms to:
TD Waterhouse
Exchange Court
Duncombe Street
Leeds
LS1 4AX

Click here to request a ISA Transfer Form by post.

• We do not charge a transfer-in fee but there may be an exit fee from your current provider.
• This process takes approximately three to four weeks to complete.

Transferring shares into an existing TD Waterhouse Trading ISA

Although it is not possible to transfer existing share holdings directly into an ISA, we can help you sell them and re-purchase them within the ISA wrapper; this is called BED & ISA. For further details or call our Customer Services Team on 0845 607 6002.