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How do I transfer an ISA or Lifetime ISA (LISA) to Moneybox?
How do I transfer an ISA or Lifetime ISA (LISA) to Moneybox?

How to initiate an ISA or LISA transfer in once you've finished registering.

Alex avatar
Written by Alex
Updated over a week ago

If you’re looking to transfer an existing ISA or LISA to us, you’ll be able to request this in Settings > Transfer in an existing ISA once you’ve finished registering.

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

To proceed through registration, you’ll need to add at least one method of adding funds to your account, however all payment settings can be edited at any time once you’re in the main app, and can be set to £0 if you’d prefer to add money via an ISA or LISA transfer.

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.

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