Getting Started

How do I transfer my Moneybox ISA to another ISA manager?

You will need to contact your new ISA provider. They should send you the relevant documentation and process to follow. Please request your new ISA provider send their paperwork to Moneybox, 1.07 Cargo Works, 1-2 Hatfields, SE1 9PG. Feel free to contact us with any further questions at support@moneyboxapp.com. If you are transferring out in specie – i.e. you ask us to transfer your fund holdings to another provider rather than selling them, you will be charged £25 per fund (deducted from the value of your funds). If you are transferring out in cash, there will be no charge.

For more information about transferring Junior ISAs, please visit the Junior ISA FAQ section or contact our support team via support@moneyboxapp.com.

For more information about transferring Lifetime ISAs, please visit the Lifetime ISA FAQ section or contact our support team via support@moneyboxapp.com.

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It's important you know

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.

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