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

buglawton

The good news is that when I was trying log into X-O earlier today to grab transaction history and it said service not available, that was temporary. It's back up and I could export all histories. 

In ii one can edit one's own book values so all good there too.

UncleK

Account appears to have been transferred okay - just a load of Shell shares. However, several prompts for me to set up the direct debit to pay fees - even though it's six months away. I'll be off by then!

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.