We'd like to remind Forumites to please avoid political debate on the Forum... Read More »
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Transfer from Vanguard to iWeb
Options
Comments
-
Thanks, Ill take a look at MS Money.0
-
wmb194 said:dllive said:masonic said:It's unusual to use zero, normally if no value is known, they take the value on the date of transfer. For reasons discussed above profit/loss is almost always wrong, so being so obviously wrong could be a benefit. If it was a non-ISA account it might be more of a problem, but you should never rely solely on your provider's summary of profit/loss for CGT calculations.
As ever, its too much to ask Vanguard to deal with iWeb regards this, so Im stuck in hte middle. They both seem incredulous that I would want to know the Unit Price of the transferred funds, thereby knowing the profit/loss.1 -
dllive said:Im curious @badger09 - when you transferred did your Cost Per Share show zero too? As well as your Profit/loss column? (I presume so if you have to track gains via the HL app)I opened S&S ISA & SIPP with HL in March 2013 & transferred the ISA to IWEB in Feb 2014.
I already held S&S ISA with Scottish Widows, which I xferred as cash to IWEB in 2015, & some single company shares.
As a post retirement hobby I started keeping a detailed spreadsheet so didn’t rely on the providers. I now find it very convenient to track all my investments through the HL app even though only my small SIPP is held there.1
Confirm your email address to Create Threads and Reply

Categories
- All Categories
- 351K Banking & Borrowing
- 253.1K Reduce Debt & Boost Income
- 453.6K Spending & Discounts
- 244.1K Work, Benefits & Business
- 599K Mortgages, Homes & Bills
- 177K Life & Family
- 257.4K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 37.6K Read-Only Boards