Investment fund transfers
Want to transfer your funds? Do it today online, wherever you are
If you want to transfer to Bankinter the investment funds you hold at other banks, with our Switch service it couldn't be easier or faster.
- It's convenient: because you can do online from any device.
- It's simple: because we guide you every step of the way.
- And if you have already added your positions at other banks to the Bankinter website, it will be even easier.
More than 7,000 investment funds from more than 200 managers, so you can change for the better and get a higher return.
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Training
Want to know more about investment funds?
At Bankinter we offer training sessions and events to help you expand your knowledge. You can access them online or in person and naturally they're free of charge.
Conditions
When you transfer your funds to Bankinter, we will check that they are correctly placed in the corresponding category: R, A or B.
This classification is established according to the minimum amount of money upfront for the fund and determines the type of fee to be applied. This check will allow us to reduce the fee percentage to be applied if your funds are classified incorrectly.
FAQs
Can I transfer a fund I have taken out with another entity?
In this case we would be talking about a change of promoter. You can transfer the fund as long as Bankinter also markets that fund, which is very likely.
If this is the situation you are in, you will have to go to your Bankinter branch because, as we said before, we would not be talking about a transfer but a change of promoter.
What information do I need to make a transfer?
The fees are very minimal and you probably have the money to hand. For international funds, you must have the account code and the Tax ID Number of the promoter. For national funds, you will need the fund manager's Tax ID Number or ISIN code, which is a code that begins with the characters ES.
Once the transfer order is issued, when will I have them with Bankinter?
The transfer of funds has a maximum legal deadline of 8 business days. If it involves a change of promoter, there are no legal deadlines and it could take a little longer.
Does the transfer service cost anything?
At Bankinter we will not charge you any fees for transferring your funds to our bank. However, we cannot guarantee that the entity where you currently hold your investment funds will not charge you any kind of fee. The best thing to do is to find out beforehand.
Important information
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Investment funds: Please remember that the value of all investments can fall as well as rise, and you may get back less than you invest.
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The fund management company is Bankinter Gestión de Activos, S.A., S.G.I.I.C., with registered office at number 11 bis Calle Marqués de Riscal and registered with the CNMV under number 55. The depository is Bankinter, S.A., with registered office at number 29 Paseo de la castellana and registered with the CNMV under number 27.
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The key investor information document, prospectus and all other legal documents related to Bankinter's collective investment institutions are available at any of our branches, on the Bankinter website (www.bankinter.com) and on the website of the Spanish National Securities Market Commission (CNMV) (www.cnmv.es).