If you’d like to transfer a Moneybox ISA, LISA, or Junior ISA out of Moneybox and to another provider, you’ll just need to contact your new ISA provider to get the transfer process started – they will provide the steps you’ll need to follow.
Our accounts do not have sort codes - if your new provider asks for an account number or reference for our ISAs and Lifetime ISAs, this would be your National Insurance number. For our Junior ISAs, we use the National Insurance number of the registered contact, which is usually the parent.
For Junior ISA transfers, the information required to process your transfer may vary depending on your new provider. For example, the account number requested might be an account reference, a unique transfer number, or even the child’s name and date of birth. Please check with your new provider to confirm the specific information required.
All transfers are performed digitally – to make sure your transfer reaches us, please request your new ISA, LISA or Junior ISA provider to send their paperwork to transfersout@moneyboxapp.com.
Please note that if you are transferring out to another provider, it isn’t currently possible to transfer back to Moneybox once the transfer out is complete.