Transfer an ISA in Online Banking
To transfer an ISA in Online Banking, we’ll need:
- The details of the ISA you want to transfer, including the name of the provider, sort code and account number
- Your National Insurance number.
Here’s what you need to do:
1. Select ‘Save’ and then ‘Transfer an ISA’ from the Online Banking home page
2. Choose whether you’re transferring a cash ISA or Investment (Stocks and Shares) ISA to us, and whether you’re transferring the ISA from another provider or from us
3. If you’re transferring an ISA from another provider, start typing the provider’s name and it will appear if they allow electronic ISA transfers. Make sure you click on the name of the provider to continue your transfer
4. Choose whether you want to transfer all or part of the ISA balance.
If you’ve already paid into an ISA in the current tax year (6 April to 5 April each year) you’ll need to transfer all of the money you paid in so far this tax year. You can choose to transfer only part of the money you’ve paid in during previous years if you want to
5. Finally, we’ll ask you to confirm that the details of your transfer are correct. After you complete your ISA transfer request, we’ll contact you if we need any more information.
How long will it take to transfer my ISA?
If you’re transferring from a cash ISA you currently have with us, it should take less than two days.
If the ISA you’re transferring from is with another provider, it can take up to 15 working days.
For investment ISAs, the transfer can take up to 30 calendar days.
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