Transfer to Dodl

Looking for low-cost, no-nonsense investing?

Transfer an account today - it's a Dodl. Download the app to get it started.

 

 
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Before you transfer, check you won't lose out by doing so. And remember, investing carries risk - investments can fall and rise in value, and you could get back less that you put in.

What can I transfer?

Any of these account types can be transferred to Dodl.

Cash ISA

Help to buy ISA

Most pensions*

Stocks and shares ISA

Lifetime ISA

General investment account

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*Transferring a pension?

You can transfer most types of pensions to Dodl, except:

  • a final salary or other defined benefit pension

  • a pension you’ve already taken income from

  • a pension which is subject to a court order (e.g. a divorce sharing order)

Before you transfer, check how the Dodl pension compares to your existing pension – to make sure transferring it is right for you. It’s also important to check if you’ll be charged to leave your existing provider.

Transferring your current workplace pension is possible but you’ll lose out on the benefit of your employer’s contributions.

If you’re not sure about transferring your pension, make sure you speak to a suitable financial adviser about this before you make your decision.

Transfers needn't be scary!

Gone are the days when you'd choose a provider and stick with them through thick and thin, just to avoid the pain and price of moving somewhere else.

Your savings and investments are your future, so it's vital you keep them somewhere which works best for you.

Transferring your accounts - be it an ISA, lifetime ISA, pension or general investment account - is now easier than ever and can give you greater control over your financial future.

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Why make it a Dodl?

You can make your account a Dodl account quickly and easily - but why should you transfer?

Go for cost

Dodl is one of the lowest cost investment apps around, with no hidden fees - just a simple all-in account charge of 0.15% a year.

More on charges

Go for convenience

Your no-nonsense, easy-to-use investment app with a straightforward range of investments and account options.

More on investments

Go for ease

Transferring to Dodl is free and easy. Simply submit your transfer details in the app, then leave the hard work to us.

How transfers work

You can start your transfer in 3 simple and speedy (and free!) steps.

    1. Download the app and get your Dodl account open (if you haven't already!)
    Transfer step 1 - open account
    1. Hit transfer an account on your dashboard to get it started
    Transfer step 2 - get started
    1. Fill in your transfer details in minutes, then leave the rest to us
    Transfer step 3 - submit details

    What happens next?

    Then you'll hand the reins over to the safe and experienced hands of the transfer team at Dodl, who'll finish up what you started, chatting to your existing provider to arrange for everything to be moved over to your Dodl account.

    The time it takes to transfer an account varies, but here's Dodl's rough guide to transfer timings.

    Type of transfer Time taken
    Cash only 2-4 weeks (up to 6 if your existing provider needs a paper form)
    Cash and investments 6-8 weeks

     

    Feeling ready to make the switch? Download the app to get started.

    Start your transfer today

    Learn a little more

    If it's all sounding pretty great but you'd like to know more about how it works, download the app and discover the learn tab, where you can read all about how transfers work. You'll find out more about the checks to make before you start a transfer and the finer details on how to transfer to Dodl.

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    Help’s on hand

    Head to the help centre to have all your questions answered. And you can chat to Team Dodl anytime in the app or at hello@dodl.co.uk.

    Get a little help

    You can always learn more before (and after) taking your first investing steps with Dodl. Pop the kettle on, get comfortable and head to the Dodl learn tab, where you can master the basics of investing.

    Get started today

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    Important to know

    Always remember, the value of investments can go down as well as up and you may get back less than you originally invested. Dodl doesn’t offer any advice so if you’re not sure about the risks involved with investing, you should speak to a financial adviser about this. Rules around ISAs, pensions and tax apply. How you're taxed will depend on your circumstances, and tax rules can change.