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  1. C

    Advice on what to do before switching?

    @natalli I would sell within Plum, leaving the cash within Plum, and then initiate an ISA transfer which would move that cash directly to Vanguard without leaving the ISA wrapper
  2. C

    Advice on what to do before switching?

    @natalli Do you have large holdings which you're concerned might be impacted by not being invested during the tranfer? Personally, unless the S&P 500 is actually what Iwant to invest in on Vanguard, I would sell holdings in Plum shortly before transfer day and purchase what I'd actually like...
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