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How do I transfer an ISA from another ISA provider?
How do I transfer an ISA from another ISA provider?

Information on how to transfer an existing ISA to easyMoney from another provider.

Zoe Disco avatar
Written by Zoe Disco
Updated over 8 months ago

You can transfer any existing IFISA, Cash ISA or a Stocks and Shares ISA to the easyMoney IFISA in a few simple steps. Log in to your dashboard and click 'My Account' and select 'Transfer an ISA'

  1. Fill: Fill in the details requested on the site

  2. Print: Print your pre-filled form for the type of ISA you wish to transfer

  3. Sign: Complete the details about the ISA you wish to move and sign the transfer form

  4. Upload or Send: Upload the form to site or if your ISA manager requires an original wet signature, send the signed form to the address provided and we’ll take care of the rest.

Good to know

There is no limit to how many ISAs you can transfer to easyMoney so if you hold multiple ISAs we can accept the transfer of some or all of your existing ISA portfolio.

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