You may already hold an investment portfolio under management elsewhere. Vinco Wealth Management offer a comprehensive account transfer process which aims to make moving your existing holdings over to us hassle free. Simply sign a transfer notice form so we can instruct your previous broker to start the process which covers share portfolios, ISAs and residual cash. We will monitor the transfer and keep you updated throughout the process.
However, if you choose to keep your existing portfolio under management elsewhere, Vinco Wealth Management can also put together an investment proposition to compliment existing portfolios using a robust investment strategy that works with your existing plans to add diversity.
When transferring please note:
- If you have share certificates to deposit into our nominee account we will require you to sign a CREST transfer form for each stock.
- If you are transferring US securities or looking to invest in this market you will need to complete a new W-8BEN form with us.
- Please ensure all previous fees are paid up to date as this can delay the transfer process.