Iweb

Matt_22

Thanks sounds a good idea to transfer then. My original plan was to build up 250 and transfer all to AJ bell.as charges go down abit then. But iweb have no charges.

eskbanker

Matt_22 said:

I only !!!!!! to my account to buy say 10 times a year

Mildly curious, what is it that you do to your account that's so controversial?!

Matt_22

That was supposed to say I only go to my account to purchase funds 10times a year.

sausage_time

jimjames said:

Mark_d said:

I have a portfolio of Share and ETFs, both in dealing account and stocks & shares ISA.  I used to use IWeb.  Never had any real problem with them but chose to move to AJ Bell.  Even though AJ Bell charge a small amount in fees, I think it's certainly worth it mainly because of their mobile app.

I've never found any need for a mobile app to monitor investments. It's different to a bank where I need to check my balance/transactions regularly. If anything an app might encourage too much portfolio churn.

I've been with iWeb for 8 years. Very happy with them especially saving over £1300 a year in fees compared to my previous company. That definitely adds up as it's over £10k now that's in my portfolio not in their coffers!

The iWeb site works really well on a mobile browser.

sausage_time

jimjames said:

ColdIron said:

Matt_22 said:

ColdIron said:

Matt_22 said:

May just move my Charles Stanley for now. That was 0.35% running cost. With over a 100k in it works out alot.

I was with CSD until 2018 when I moved to IWeb after they went up from 0.25%. A shame as I liked them, very efficient and the customer service was excellent, but in the end I couldn't justify 0.35% for a portfolio that mostly just sat there with little activity. I've never regretted the move

Is it a sizeable amount you had with them? Yes the charges are alot. Or it definitely adds up with a larger amount.

Many here report losing those figures, perhaps others can comment. You might want to make your own records while you can

I definitely didn't get those figures carried across. A few of mine with no trades are still showing as 0 purchase cost

iWeb set my book prices to the figures I supplied when asked via their chat.  I was impressed.

Matt_22

sausage_time said:

jimjames said:

ColdIron said:

Matt_22 said:

ColdIron said:

Matt_22 said:

May just move my Charles Stanley for now. That was 0.35% running cost. With over a 100k in it works out alot.

I was with CSD until 2018 when I moved to IWeb after they went up from 0.25%. A shame as I liked them, very efficient and the customer service was excellent, but in the end I couldn't justify 0.35% for a portfolio that mostly just sat there with little activity. I've never regretted the move

Is it a sizeable amount you had with them? Yes the charges are alot. Or it definitely adds up with a larger amount.

Many here report losing those figures, perhaps others can comment. You might want to make your own records while you can

I definitely didn't get those figures carried across. A few of mine with no trades are still showing as 0 purchase cost

iWeb set my book prices to the figures I supplied when asked via their chat.  I was impressed.

After you transferred they set them for you?

sausage_time

Matt_22 said:

sausage_time said:

jimjames said:

ColdIron said:

Matt_22 said:

ColdIron said:

Matt_22 said:

May just move my Charles Stanley for now. That was 0.35% running cost. With over a 100k in it works out alot.

I was with CSD until 2018 when I moved to IWeb after they went up from 0.25%. A shame as I liked them, very efficient and the customer service was excellent, but in the end I couldn't justify 0.35% for a portfolio that mostly just sat there with little activity. I've never regretted the move

Is it a sizeable amount you had with them? Yes the charges are alot. Or it definitely adds up with a larger amount.

Many here report losing those figures, perhaps others can comment. You might want to make your own records while you can

I definitely didn't get those figures carried across. A few of mine with no trades are still showing as 0 purchase cost

iWeb set my book prices to the figures I supplied when asked via their chat.  I was impressed.

After you transferred they set them for you?

Yes.  All done though their web on-line chat.  Took an hour or so to update, but very happy with the result.

Matt_22

That's good. I'm looking to see how much Charles Stanley charge to transfer out. I can't seem to find this on there site. Does anyone know this?

wmb194

Matt_22 said:

That's good. I'm looking to see how much Charles Stanley charge to transfer out. I can't seem to find this on there site. Does anyone know this?

Charles Stanley Direct? £10 per holding.

https://www.charles-stanley-direct.co.uk/SiteDocuments/GetSiteDocumentByType?DocumentType=RatesAndCharges

CaptainWales

I am looking to transfer from II to IWeb myself. I have an ISA account and a general trading account with II currently, and checked and IWeb would take all the funds. 

As I understand no account opening fee (£100) if I open account before the end of the year and no admin fee. My question is if I don't do any trades throughout the year, will I get charged anything? Seems a bit too good to be true...