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Process for moving trading accounts between brokers - Help!!
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kdaines
Posts: 7 Forumite

Hi All,
I am trying to move my small trading account from one broker (interactive investor) to another (Fineco Bank) - I have officially notified both parties of my wish to do this and submitted a Securities Transfer Form to both of them.
However, nothing has happened, and when I chase both parties up, they each say they are waiting for the other to make first contact, and I have no idea who is telling the truth!
Is anybody able to advise the process for moving trading accounts between brokers - should ii be contacting Fineco to initiate the transfer or should Fineco be contacting ii?
I need to stick a rocket up one of their backsides, but I'm not sure which one!
Any advice greatly appreciated!
Karl
I am trying to move my small trading account from one broker (interactive investor) to another (Fineco Bank) - I have officially notified both parties of my wish to do this and submitted a Securities Transfer Form to both of them.
However, nothing has happened, and when I chase both parties up, they each say they are waiting for the other to make first contact, and I have no idea who is telling the truth!
Is anybody able to advise the process for moving trading accounts between brokers - should ii be contacting Fineco to initiate the transfer or should Fineco be contacting ii?
I need to stick a rocket up one of their backsides, but I'm not sure which one!
Any advice greatly appreciated!
Karl
0
Comments
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Fineco need to approach ii.0
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