We’re able to accept transfer requests from most ISA or Lifetime ISA providers, as long as they are able to process transfers electronically.
If you’re looking to transfer in an ISA or Lifetime ISA from Foresters Financial or Ulster Bank, 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.
At the moment, we cannot facilitate transfers for the following providers:
Abrdn (Standard Life)
Bricklane Investment Services Ltd
Columbia Threadneedle
Danske Bank
Family Building Society
Furness Building Society
Gatehouse Bank
Invesco
Janus Henderson
Mansfield Building Society
Marcus by Goldman Sachs
Melton Building Society
St James’s Place
RBS Collective
Please note there may also be other providers besides those listed above that we’re not able to accept transfers from, if they cannot facilitate electronic transfers.