You can start a transfer in from another provider in the app during the registration process when setting up your ISA or LISA, or any time after (Settings > Transfer in an existing ISA).
If you have a Cash ISA or Open Access Cash ISA, you can also start a transfer on our website by clicking View account, then Transfer in an existing ISA.
For our 1 Year Fixed Rate ISA, you can start a Cash ISA transfer at any point during your funding window. For more information on how to start a transfer into your 1 Year Fixed Rate ISA, please see here.
Most transfers are processed digitally. If your provider requires a manual transfer form, we’ll let you know and help you with the next steps.
You can find out more about which providers are supported in our "Which ISA providers do you support for transfers in?" FAQ.
To help things run smoothly, make sure your personal details, such as your name, address, date of birth and National Insurance number, are up to date with both us and your current provider. You should also make sure you’ve selected the correct account type when requesting your transfer, such as your Stocks & Shares LISA or Cash ISA.
Once you’ve submitted your details, we’ll contact your provider directly to get your transfer started. Transfers between Cash ISAs should complete within 15 working days of your initial transfer request. If you’re transferring to or from a Stocks & Shares ISA, this period is 30 calendar days.
Your provider will send your funds electronically, along with a ‘transfer history form’ and all the information about the account you’re transferring from, so we can complete the transfer. Once we’ve received this information and the payment from your previous provider, we will apply the funds to your Moneybox account within three working days of completing the transfer – for cash accounts, this is when you’ll begin earning interest on your transferred funds.
For ISA to Lifetime ISA transfers, the subscription date of the transfer will be the date we receive the payment and documentation from your current provider. If you're transferring an existing Lifetime ISA to one of our Lifetime ISAs, the original opening date of your existing LISA will carry over.