Yes, you will need an account with us before you can transfer your ISA across.
If you have an Easy Access or Limited Access Cash ISA, you can deposit when you like. If your account is a Fixed Rate Cash ISA, you have 30 days from the day you open the account to both add money and send your ISA transfer form to us. Any deposits received after 30 days, may be returned to you.
Yes, you can hold ISAs with different providers. The important thing to remember is that you can only subscribe to one Cash ISA, one Stocks and Shares ISA, one Innovative Finance ISA and one Lifetime ISA per tax year, so if you’ve already made a deposit in the current tax year you'll need to transfer your existing ISA across to us before you can continue to deposit.
Absolutely, we accept both full and partial ISA transfers. Once you've opened your account with us, simply complete the four steps above and pop how much you want to transfer over on the form. Some providers don’t allow partial transfers, therefore please check with your existing provider if this is something they can do.
The important point to remember is that you can’t partially transfer any money you have deposited in the current tax year – you need to move your full subscription over in the transfer.
Yes you can transfer as many ISAs as you like in to one ISA with us. Simply open an account with us, and once you’ve received your account number complete the four steps above.
You will need to make sure your ISA is still eligible for additional deposits by checking your Terms and Conditions and Key Product Information.