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Transfer Stocks & Shares ISA out of Plum
Transfer Stocks & Shares ISA out of Plum
Updated over a week ago

In case you want to transfer your Stocks & Shares ISA account out of Plum, you need to initiate the process with your new provider. Your new provider may ask for the following details:

  • Product Provider: Saveable Limited (FCA: 739214)

  • Fund Administrator: Quai Investment Services Limited

  • Investment Account Number: This is a unique number for each investor and you can find it in your Mutual Funds Statements.

Once you complete the process with your new provider, they should initiate the transfer process on their side and inform us accordingly about the technical procedures.

Before you begin the transfer process, ensure you have no ongoing investments or automated transactions through the Splitter menu in the app.

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