*partial* S&S ISA transfer from SWSD (iWeb) to Freetrade?

TheTelltaleChart

FT's "investment universe" doesn't include Vanguard Global Small-Cap Index Fund (Inc), which I hold, but does include the (Acc) units of the same fund. I've requested the (Inc) units, on their "request new instruments" page.

If I try to transfer my (Inc) units to FT, and they still don't support them, would they actually convert them to (Acc) as part of the transfer? Perhaps this is wishful thinking, but allegedly platforms are supposed to do this behind the scenes when the 2 platforms involved support different fund classes. Usually meaning dirty vs clean vs superclean classes, not (Inc) vs (Acc), but they are all different fund classes, no?

Alternatively, it might be worth my while manually switching from (Inc) to (Acc) on SWSD before initiating the transfer.

TheTelltaleChart

https://forums.moneysavingexpert.com/discussion/comment/81920312#Comment_81920312

FT added the (Inc) fund class I requested, a few weeks after I requested it. Correlation is not causation, and all that jazz, but it's a data point.

Meanwhile, I'd switched to the (Acc) class on SWSD before initiating a transfer to FT, to ensure (touch wood!) a smooth transfer process. And after getting a few other ducks lined up, finally initiatied the transfer today.

When telling FT my existing ISA manager, I picked iWeb, because that was an option (it's a "start typing and possible options will appear in a dropdown" thing) and it's unambiguous. Scottish Widows was also an option, but who knows which SW-branded ISA that might be referring to.

Then it let me choose a partial transfer, and enter which securities and quantities are to be transferred.

This has all worked via FT's website, without using the app. The only thing I've clicked that said it was app-only is repeating orders (which I didn't want to use: I just like clicking things!).

So far, looks like being well worth the effort, if I get the bonus as expected.

soulsaver

Can you access a completed transfers-in history on the app?

By message, I've asked their CS who can't seem to comprehend that sending emails with 'your transfer is complete' without saying which (of the several I have inflight) they are referring to, whilst no relevant value has changed in the portfolio.

masonic

https://forums.moneysavingexpert.com/discussion/comment/81943901#Comment_81943901

Freetrade list them in the "Transfers" section of the online platform, including the details and status.

soulsaver

AFAICS 'Transfers' shows who from, and various identifiers without showing the asset detail.

I have multiple transfers from multiple providers.

It doesn't show what assets were transferred from them and/or what was applied to my account and at what date.

That's the level of detail I'm looking for as I can't reconcile FT statements/totals with mine (from releasing providers records).

I would have thought there would/should be a transfer history that shows what assets have been transferred in, at what date and from whom, and when it was 'settled' in my account. FT must have the info and I hoped it was accessible on the app - I'm using PC.

But failing any other input here, I'll be requesting it from Freetrade.

Greenoz

The app has less info than the web version so no you can't see this info. There is a statement produced on the 1st of each month, not sure if that would have the transfer details in it.

masonic

https://forums.moneysavingexpert.com/discussion/comment/81944610#Comment_81944610

What, you mean like this?

I'm expecting to see the chronology in my next monthly statement, issued tomorrow.

soulsaver

Yes, I can't see that detail. Is that the app?

masonic

https://forums.moneysavingexpert.com/discussion/comment/81944908#Comment_81944908

Web version. Are you aware the right-hand panel scrolls down?

soulsaver

Deleted a section of previous post as it was incorrect.

The asset details are only shown for one transfer - the one I picked to look at, a single line of RLSTMM fund.

I've got another 3 or 4 that are more complex - either completed and no detail shown; or in one case, appears to be completed still showing as uncompleted.

So - still perplexed - still looks a confusing mess.

As the March statement is imminent I'll wait to see if anything in it clarifies the position.