Transfer your existing investments to Smarterly in just a few simple steps. Just tell us your existing provider’s details, choose a new investment with Smarterly and set up your Smarterly account.
Manage your accounts easily in one place
Free investment monitoring service - SmarterCare – keeps an eye on your investments do you don’t have to
It’s free to transfer
We’re take the security of your data seriously. If you refresh a page during the transfer process or exit the journey, we won’t save your date, so you'll need to start again.