You may wish to sell your investments and withdraw the cash proceeds to your nominated bank account. This option is only available for ISAs and Investment Accounts and may have tax consequences.
This option is most likely to be appropriate if you hold a very small balance within your account.
Select the options below for more information on withdrawing your balance:
Selling investment holdings will be treated as a disposal of units and may result in a tax liability on chargeable gains if your holdings are outside a tax wrapper such as an ISA. As tax implications depend on individual circumstances, we recommend consulting a professional adviser. We are unable to provide tax advice. Withdrawals from an ISA will also result in the investments losing their tax-free ISA status.
How to sell
How to withdraw
Your nominated bank account is the one you provided when you first opened your My WealthPartner Online account with TrinityBridge. If you want to confirm these details or nominate a new account, please contact us.
After a detailed review of our business, we have decided to close our My WealthPartner Online order to focus on our core strengths; Financial Planning, Bespoke Investment Management and Fund Management.
Over the past 14 years, since our service was launched, online My WealthPartner Online platforms have grown significantly. Many high-quality options are now available from companies that specialise in this type of service.
Following our recent review, we concluded that delivering the market leading experience that our clients expect would require significant investment into the service. As we choose to focus on our core services, continuing with the My WealthPartner Online service without meeting our high standard would not be in our clients' best interest.
The service is already closed to new applicants and will close on 1 May 2026 for existing clients, after which you will no longer be able to make transactions online, via the My WealthPartner Online, but you will still retain access to view investments, transactions and correspondence.
TrinityBridge will not charge any fees for selling your investments and withdrawing the cash balance or for transferring to another provider.
Fees relating to our Direct Investment Service can be found here
We are unable to comment on any fees relating to other providers. Please check the fees relating to their services with them directly.
You can no longer request new transfers into your account; however any transfer requests that are already being processed will be completed as per your application.
Yes, you will still be able to make cash deposits and ISA contributions into your account, independently, until 1 May 2026. If you become a client of our Direct Investment Service after this date, any ISA contributions or transfers in will need to be submitted via an application form.
We will endeavour to cancel any Direct Debit payments as soon as possible on receipt of your closure or transfer instruction, however you should arrange to cancel any regular direct debit payments yourself, directly through your nominated bank account to ensure no payments are taken after your instruction is received.
If you opt to transfer, you must set any regular contribution payments up with your new provider, they will not automatically transfer across.
If you opt to become a client of our Direct Investment Service, your regular contribution payments will remain unchanged.
There is no impact on your PwC Partner SIPP as this is administered by Standard Life rather than TrinityBridge. If you have opted to be able to view the value of the SIPP through the TrinityBridge My WealthPartner portal this is currently unaffected. A request to transfer your portfolios from TrinityBridge will not include the PwC Partner SIPP and if you have any questions about your PwC Partner SIPP, you should contact Standard Life.
We prepare and submit annual self-assessment tax returns for clients that utilise our tax service. This service is only available to TrinityBridge clients and will therefore no longer be available to clients that decide to transfer away or withdraw their investments.
The service will still be available to clients that decide to move to our Direct Investment Service on 1 May 2026.
We will aim to send you closing documentation within three months following account closure which will provide you with the necessary reporting on your account for the period prior to its closure.
If you have decided to transfer out or withdraw your holdings, your online access will be disabled soon after your closing documentation has been shared, and you will be unable to access the online portal using your current credentials thereafter. If you require any historic information regarding your investments once your online access has been disabled, our Investor Support Team will remain on hand to support you with this request.
If you opt to become a client of our Direct Investment Service, or hold other TrinityBridge investments, you will continue to be able to view and download information on your investments, transactions, and correspondence.
We may retain your personal information for the reasons explained in our Privacy policy, even after you transfer out or withdraw.
Our Investor Support Team remain on hand to support you. If you have any questions, or require additional support, you can contact us on 0800 028 8960 or +441606 810 191 if you are overseas, or email PwCsupport@trinitybridge.com and we will be happy to help.
Details of how to make a complaint can be found here
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.