Getting Started

How do I transfer an existing ISA over to Moneybox?

We’re able to accept transfers from most ISA providers into the Moneybox ISA or Lifetime ISA. To get started, just request a transfer form in Settings > Transfer > Transfer in.

All eligible transfers are now being processed digitally, so you’ll need to return any completed transfer forms either via the in-app chat, or by email. Once we’ve received your completed form, most transfers are typically complete within 3 weeks.

Please note that we currently aren’t able to accept transfers in from the following providers: Paragon, One Family, Tesco Bank, Chelsea Building Society, and National Counties.

If your provider is listed above, just drop us a message via the in-app chat or email us at support@moneyboxapp.com, and we’ll be in touch once we’re able to resume transfers from your provider.

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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.

Risk Warning
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