In Specie shares transfer to new financial institution
In Specie shares transfer to new financial institution
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Hereward

Original Poster:

4,960 posts

254 months

Friday 2nd June 2023
quotequote all
Yesterday I received an email from Citi stating that they are closing my shareholding account and its associate cash account.

I therefore need to transfer my shareholding "in specie" to a new platform / service provider that accepts in specie transfers and offers online live buy/sell execution.

Does anyone have any recommendations and any associated do's and don'ts, please? Thank you.

Hereward

Original Poster:

4,960 posts

254 months

Friday 2nd June 2023
quotequote all
I opened an AJ Bell dealing account and arranged the transfer from Citi. Cool story, bro.