HomeSavings & investmentsSharedealingfirst direct Stocks and Shares ISA

first direct Stocks and Shares ISA

If you have existing ISAs with other providers, it's easy to transfer them all to us to have them conveniently in one place.

Simply complete our ISA transfer form. Once we receive your form we'll speak to your current ISA manager and get the ball rolling.

If your current ISA contains investments that aren't traded by us, you'll need to sell them and transfer the cash, instead of the stock. Either way, everything must pass directly from your current ISA manager to us - they must not leave the ISA if you want to continue taking advantage of the tax benefits.

As a result of the transfer being made in cash, there may be a loss of income or interest whilst the transfer is in process.

Please note the transfer process can take up to six weeks.

Important Information

The value of investments (and any income received from them) can fall as well as rise, and you may not get back some or all of what you invested. For some investments exchange rate fluctuations will have greater impact to the value of shares depending on their level of exposure to overseas markets.

Any investment should be considered as a medium to long-term investment - so should be held for at least five years.

Early withdrawals on fixed term products could mean you may get back significantly less than you paid in.

The value of the tax benefits depends on your individual circumstances - and tax rules may change at any time in the future.

The information on this site definitely isn't advice - we don't give financial advice. If you need any, you should speak to an independent qualified financial advisor.

If you apply direct, without first receiving advice, you should understand that we are not required to assess the suitability of funds for you. So, you won't be protected by the FCA's rules on assessing suitability, if you have any doubts about any investments, please speak to an independent qualified financial advisor.

Open a Stocks and Shares ISA

Existing customers

If you've got a first direct Sharedealing Account you can apply for a Stocks & Shares ISA online - log on, open your Sharedealing Account, go to Products & Services and select ISA.

Apply now for a Stocks and Shares ISA

New to first direct

The first thing you'll need to do is open a first direct Current Account to use our Sharedealing Services (you're more than welcome to join us...)

More about our current account

03 456 00 24 24

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