X-O (Jarvis) online platform to close in the summer

refluxer

KTF said:

I hold a small amount of shares with x-o and don't really want to pay the iii fee after the 6 month grace period.

Does anyone have any suggestions on how/where I can transfer them to?

I'm moving mine to IWeb, who are operated by Halifax Share Dealing Limited. There are no joining, monthly or inactivity fees and they charge a flat fee of £5 per trade for UK shares.

https://www.iweb-sharedealing.co.uk/our-accounts/share-dealing-account.html

where_are_we

KTF - another vote in favour of a transfer to IWeb. Hopefully they do not increase there charges in the near future.

My ISA transfer from x-o to IWeb has been completed efficiently in a reasonable time frame. Obviously time will tell  how good a service they will provide.

Ash_Pole

Electrickery said:

Curious that nobody seems to have mentioned lightyear yet? They appear to be

a fairly straightforward exec only dealing site, £1 trading fee, no holding charges

and pay interest on cash held in the account (plus also have a cash ISA too).

Anyone had any experience of this company. It was a lot more straightforward

to set up than the others I tried and seems to handle electronic transfer easily. 

I'd also be interested if anyone knows about lightyear. I'd never heard of it but may be worth looking into.

KTF

Thanks for the IWeb recommendations. I have opened an account with them and will transfer over.

I will probably wait until the move to iii is complete as they do electronic transfers where Jarvis is a signature on a paper. Given there are no charges for iii for 6 months there is no rush to transfer but didnt know who was the best alternative to use.

refluxer

KTF said:

Thanks for the IWeb recommendations. I have opened an account with them and will transfer over.

I will probably wait until the move to iii is complete as they do electronic transfers where Jarvis is a signature on a paper. Given there are no charges for iii for 6 months there is no rush to transfer but didnt know who was the best alternative to use.

If Jarvis require a wet signature, isn't there a chance one would be needed for the transfer to II ? I guess others may be able to confirm.

Section62

KTF said:

Thanks for the IWeb recommendations. I have opened an account with them and will transfer over.

I will probably wait until the move to iii is complete as they do electronic transfers where Jarvis is a signature on a paper. Given there are no charges for iii for 6 months there is no rush to transfer but didnt know who was the best alternative to use.

IWeb say they need a wet signature for Jarvis, but I selected 'post me the form' (or whatever it said) which then led to me being emailed an adobe document to sign electronically a few days later.

AFAIK this electronically signed document has set the ball in motion. (discussed earlier in the thread)

In effect you've got nothing to lose by starting the process now... if they do post you a form for wet signature (and there's no pre-paid reply envelope) then you could just ignore it if you want and wait for the move to ii.

sjw1

There is no wet signature requirement (although they say it). It's an electronic signature required, that comes through in a few days. 

refluxer

Thanks for the tips regarding IWeb's form options for transferring in from X-O as I would have instinctively gone for the print-at-home option to save time, if I hadn't been aware that the send-by-mail option actually allowed an electronic signature.

For anyone else looking to do this, the invitation to sign the online form came within 2 hours today and only took a minute or two to read through and sign. 

 

Section62

refluxer said:

Thanks for the tips regarding IWeb's form options for transferring in from X-O as I would have instinctively gone for the print-at-home option to save time, if I hadn't been aware that the send-by-mail option actually allowed an electronic signature.

For anyone else looking to do this, the invitation to sign the online form came within 2 hours today and only took a minute or two to read through and sign. 

Yes, the email came as a surprise... I went with the post-it-to-me option thinking they might also include a reply-paid envelope so it would save me the cost of a stamp.  Turned out to be the faster and cheaper option.

Nova1307

Section62 said:

refluxer said:

Thanks for the tips regarding IWeb's form options for transferring in from X-O as I would have instinctively gone for the print-at-home option to save time, if I hadn't been aware that the send-by-mail option actually allowed an electronic signature.

For anyone else looking to do this, the invitation to sign the online form came within 2 hours today and only took a minute or two to read through and sign. 

Yes, the email came as a surprise... I went with the post-it-to-me option thinking they might also include a reply-paid envelope so it would save me the cost of a stamp.  Turned out to be the faster and cheaper option.

Can the pdf file be signed using any basic PDF reader application? I recently downloaded PDF gear but can get the free Adobe reader if required.