ISA & LISA transfers
8 Support topics
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How do I transfer an ISA or Lifetime ISA to Moneybox?
To get started, you’ll need to be on the latest version of the app, and have the account you’re…
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How do I transfer a Junior ISA to Moneybox?
Once you have opened a Junior ISA, you can request a transfer in form in Settings > Transfer in…
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How do I transfer my Moneybox ISA or LISA to another provider?
If you’d like to transfer a Moneybox ISA, LISA, or Junior ISA out of Moneybox and to another provider,…
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How long does a transfer out take?
This can vary between transfers, however once we receive the request from your provider, we double check all the…
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What is an in-specie transfer?
An ‘in-specie’ transfer refers to a method of transferring an investment account to another provider. In-specie transfers involve moving…
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Which ISA providers do you support for transfers in?
We’re able to accept transfer requests from most ISA or Lifetime ISA providers, as long as they are able…
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I want to transfer in an ISA which has a maturity date.
If you’re looking to transfer in an ISA from another provider which has a maturity date, it’s best to…
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How long does a transfer in take?
For investment products, your provider has up to 30 days from the date they receive a transfer request to…
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It's important you know
Capital at risk. All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.
Tax treatment depends on individual circumstances and may be subject to change in the future.
