How do I place a Bed and ISA deal?

To place a Bed and ISA deal, simply visit your Dealing account’s portfolio screen and click the 'Bed and ISA' button to get started.

You can choose which investments you want to include in your Bed and ISA. Keep in mind that a wide range of listed shares, investment trusts, trackers and bonds are eligible. You are not able to move investment funds (such as unit trusts and OEICs) or any shares that are listed in Australia, New Zealand, Hong Kong, Japan or Singapore. And you can choose to move these investments to either a Stocks and shares ISA or a Lifetime ISA.

Once you’ve submitted your request, we’ll place your Bed and ISA deal within 10 working days. This involves selling your chosen Dealing account investments and using the proceeds to immediately buy them back in your Stocks and shares or Lifetime ISA.

The two deals that make up a Bed and ISA are counted as just one. As such, you’ll only pay one dealing charge per investment at our standard rate.

For investments not eligible for Bed and ISA, such as funds, you'll need to sell the investment and transfer the cash to your ISA to buy it back again.

Can't see the 'Bed and ISA' button?

The 'Bed and ISA' button won't show if you have a Junior ISA for a child linked to your account. If you still want to place a Bed and ISA deal, you can call us to place it over the phone. You'll only pay one dealing charge of £5.00 per investment.