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

mon3ysav3r

Like many I was moved over from x-o to ii, Jarvis x-o had an old mobile phone number on record for me, I had let x-o know on Friday but probably too late for the data transfer as ii is still using the old number when I try to login (someone else will be confused getting my 6 digit verification codes). I phoned ii on 0345 034 2452 and even though I answered ii's security questions they won't update my mobile number without posting out another unique code to my house and I have to phone back once that arrives - better to be safe ... I suppose.. 

buglawton

There are a couple of other things I noticed with the transfer. An ancient landline number that had been with X-O was in the account - I was able to delete it myself.

If you've been making stock purchases in multiple currencies as mentioned above, book values need correcting. With the help of X-Rates historical currency rates lookup I'm doing that myself. 

After having made corrections I am now seeing a list of stocks in the portfolio in $, £ and €. At the bottom is a total value in £. The numbers don't add up. I am still pondering on what is wrong here. Does ii convert the other currency denominations into £ before adding them up?

Giammy85

I’m looking to transfer some UK corporate bonds into a Stocks & Shares ISA, but I’m running into a snag:

• I hold BUR3 (BURFORD CAP PLC) and LIV3 (LENDINVEST SEC) bonds. • Trading212 won’t accept any corporate bonds. • iWeb will take IPF3 and 72VH (Hammerson), but they reject BUR3 and LIV3.

Does anyone know of a UK broker or platform that:

1. Will accept both BUR3 and LIV3 for an ISA transfer “in-specie”

2. Charges no ongoing platform or custody fees on those holdings

Many thanks in advance for your suggestions! saxoinvestor.com may accept them for a 0.12%/year management fee. 

wmb194

Giammy85 said:

I’m looking to transfer some UK corporate bonds into a Stocks & Shares ISA, but I’m running into a snag:

• I hold BUR3 (BURFORD CAP PLC) and LIV3 (LENDINVEST SEC) bonds. • Trading212 won’t accept any corporate bonds. • iWeb will take IPF3 and 72VH (Hammerson), but they reject BUR3 and LIV3.

Does anyone know of a UK broker or platform that:

1. Will accept both BUR3 and LIV3 for an ISA transfer “in-specie”

2. Charges no ongoing platform or custody fees on those holdings

Many thanks in advance for your suggestions! saxoinvestor.com may accept them for a 0.12%/year management fee. 

Try Hargreaves Lansdown and AJ Bell. HL doesn't charge an account fee for bonds. Edit: in the GIA, 0.45% capped at £45pa in the Isa.

HL appears to offer them:

https://www.hl.co.uk/shares/corporate-bonds-gilts/bond-prices/gbp-bonds

EthicsGradient

wmb194 said:

Giammy85 said:

I’m looking to transfer some UK corporate bonds into a Stocks & Shares ISA, but I’m running into a snag:

• I hold BUR3 (BURFORD CAP PLC) and LIV3 (LENDINVEST SEC) bonds. • Trading212 won’t accept any corporate bonds. • iWeb will take IPF3 and 72VH (Hammerson), but they reject BUR3 and LIV3.

Does anyone know of a UK broker or platform that:

1. Will accept both BUR3 and LIV3 for an ISA transfer “in-specie”

2. Charges no ongoing platform or custody fees on those holdings

Many thanks in advance for your suggestions! saxoinvestor.com may accept them for a 0.12%/year management fee. 

Try Hargreaves Lansdown and AJ Bell. HL doesn't charge an account fee for bonds.

HL appears to offer them:

https://www.hl.co.uk/shares/corporate-bonds-gilts/bond-prices/gbp-bonds

It looks like HL charges 0.45% on bonds in an ISA, capped at £45/year: ISA Charges & Fees For The Stocks & Shares ISA | HL

It's hard to find an ISA that both allows a wide variety of investments and doesn't have some form of fees.

wmb194

EthicsGradient said:

wmb194 said:

Giammy85 said:

I’m looking to transfer some UK corporate bonds into a Stocks & Shares ISA, but I’m running into a snag:

• I hold BUR3 (BURFORD CAP PLC) and LIV3 (LENDINVEST SEC) bonds. • Trading212 won’t accept any corporate bonds. • iWeb will take IPF3 and 72VH (Hammerson), but they reject BUR3 and LIV3.

Does anyone know of a UK broker or platform that:

1. Will accept both BUR3 and LIV3 for an ISA transfer “in-specie”

2. Charges no ongoing platform or custody fees on those holdings

Many thanks in advance for your suggestions! saxoinvestor.com may accept them for a 0.12%/year management fee. 

Try Hargreaves Lansdown and AJ Bell. HL doesn't charge an account fee for bonds.

HL appears to offer them:

https://www.hl.co.uk/shares/corporate-bonds-gilts/bond-prices/gbp-bonds

It looks like HL charges 0.45% on bonds in an ISA, capped at £45/year: ISA Charges & Fees For The Stocks & Shares ISA | HL

It's hard to find an ISA that both allows a wide variety of investments and doesn't have some form of fees.

Ah, right. Zero in the GIA.

GeoffTF

EthicsGradient said:

wmb194 said:

Giammy85 said:

I’m looking to transfer some UK corporate bonds into a Stocks & Shares ISA, but I’m running into a snag:

• I hold BUR3 (BURFORD CAP PLC) and LIV3 (LENDINVEST SEC) bonds. • Trading212 won’t accept any corporate bonds. • iWeb will take IPF3 and 72VH (Hammerson), but they reject BUR3 and LIV3.

Does anyone know of a UK broker or platform that:

1. Will accept both BUR3 and LIV3 for an ISA transfer “in-specie”

2. Charges no ongoing platform or custody fees on those holdings

Many thanks in advance for your suggestions! saxoinvestor.com may accept them for a 0.12%/year management fee. 

Try Hargreaves Lansdown and AJ Bell. HL doesn't charge an account fee for bonds.

HL appears to offer them:

https://www.hl.co.uk/shares/corporate-bonds-gilts/bond-prices/gbp-bonds

It looks like HL charges 0.45% on bonds in an ISA, capped at £45/year: ISA Charges & Fees For The Stocks & Shares ISA | HL

Not quite. It is £3.75 per month (i.e £45 per annum) maximum for bonds in the ISA. It is zero for iWeb.

Gambler

I'm trying to follow the instructions to set up a password on ii but it just takes me to a login screen?

Ah, missed the forgot password sentence!

Still can't log in though as the mobile number is incorrect.

I used the same email address for accounts for myself and my ex partner. I ensured her account was deleted by XO prior to transfer as it was dormant.

pafpcg

It appears that Jarvis are pulling down the shutters on access to their web-site.  

The certificate for the web-site jarvisim.co.uk expired on Sat, 12 Jul 2025 07:22:03 GMT.  My version of Firefox blocked access with no facility to accept the risk by ignoring the out-of-date certificate, but Chromium did allow me to access having accepted the warning.

thriftytracey

I've come to this thread late in the day and my BT shares have been transferred over.  I have 5 months before they start charging a fee.

These BT shares have never matched the value I bought them for so I might as well sell them,  does anyone know will I have to pay a fee to the platform?