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We’re able to transfer from most ISA and LISA providers into Moneybox. If you’d like to transfer your ISA or LISA to us, you can request this by making sure you’re on the latest version of the app, then heading to Settings > Transfer in an existing ISA.

Please note that all transfers in must be processed digitally. You can find out more about which providers are supported here, on our website.

Additionally, if you’re looking to transfer in an ISA or Lifetime ISA from Foresters Financial, please get in touch via the in-app chat, or by emailing support@moneyboxapp.com, and our team can provide you with a transfer in form - please note that this form will need to be printed out and signed, as this provider does not accept digital signatures.

Once you’ve submitted your details, most transfers will typically complete within 3 weeks, with Cash ISA transfers usually completing within 15 days.

You can also check the status of your transfer in the app in Accounts > Tap on your account > Recent activity.

The subscription date of the transfer will be the date we receive the payment and documentation from your current provider.

You can transfer up to £4,000 per tax year from an ISA into a Lifetime ISA, and transferred funds will count towards the tax year the transfer has completed, rather than the tax year the funds were originally contributed to the Help to Buy ISA.

This transfer will count towards your annual £4,000 Lifetime ISA allowance, as you'll earn the 25% government bonus for doing so!

We’re able to transfer from most ISA and LISA providers into the Moneybox Lifetime ISA. If you’d like to transfer your Help to Buy ISA to us, you can request this in Settings > Transfer in an existing ISA.