We accept stock transfers from Swedbank. Once you've initiated the transfer in our app, you'll need to complete the correct form from Swedbank to initiate the transfer. Note that the process described below is accurate at time of publication - while we do our best to keep this guide updated, the exact steps may vary.
Note that you'll need to complete this process once for each security you wish to transfer.
1. Head to the Swedbank portal
- Login to Swedbank
- Select “Savings, Investments”
- Select “Securities transfer”
2. Fill out the Swedbank securities transfer form
Enter the following details:
- Securities Account: Select the account that holds the shares you want to transfer
- Security Type: Stock
- Currency: GBP
- Security name: leave blank
- ISIN: Enter the ISIN (International Securities Identification Number) of the security you want to transfer. For example, if you wanted to transfer shares in Wise PLC, you'd enter GB00BL9YR756.
Hit the “Search” button, and you'll see a summary screen of the security. Click the “-” icon in the “Sell” row:
After selecting “Sell” you’ll be redirected to another form to complete the order.
3. Complete the Swedbank securities transfer order
At this point, you'll see a form like this.
For UK stock transfers, enter the following details:
- Quantity: Enter the number of shares you want to transfer to Lightyear
- Security Price: Enter the current market price of the security and the currency
- Settlement type: Select free
- Counterparty’s account operator: (see Standard Settlement Instructions below)
- Counterparty’s securities account: (see Standard Settlement Instructions below)
- Counterparty’s name: Lightyear
- Comments: Copy and paste this in to the box: "Brokerage Email: transfers@lightyear.com"
- Trade Date: Select a working day that’s two working days from today (e.g. 11/12/2024)
- Settlement Date: Select a working day that’s two working days from the above trade date (e.g. 13.12.2024)
- Stock exchange ref: Leave blank
- Client ref: Leave blank
Standard Settlement Instructions: UK exchange
- ABN AMRO Clearing Bank N. V.
- BIC: ABNCNL2AXXX
- Transfer Type/Place of Settlement: CREST
- CREST/Participant ID = 585A
- CREST/Account ID = 585LGY
For US stocks, use the details below:
- Quantity: Enter the number of shares you want to transfer to Lightyear
- Security Price: Enter the current market price of the security and the currency
- Settlement type: Select free
- Counterparty’s account operator: Depositoryclear.com - DTC
- Counterparty’s securities account: 3021
- Counterparty’s name: Alpaca Securities
- Comments: Account Number: 1PS-7386983LO
- Trade Date: Select a working day that’s two working days from today (e.g. 11/12/2024)
- Settlement Date: Select a working day that’s two working days from the above trade date (e.g. 13.12.2024)
- Stock exchange ref: Leave blank
- Client ref: Leave blank
For EU stocks, please reach out to Lightyear Support below with your stock details and we will advise.
Once you've added all required details, hit the “Review” button, then confirm the transfer
4. Sit back & let us take care of the rest
After you submit the form, Swedbank will coordinate the next steps with us.
Once your stock transfer is finished, you will receive a celebratory push notification from us.
Your shares will now be available for you to trade within the Lightyear app!
If you had any issues following this guide please do let us know below.