ISA & LISA transfers

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 an existing ISA. 

All transfers are 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.

When transferring a Junior ISA to us, please ensure that the registered contact for both the existing JISA and the Moneybox JISA are the same.

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It's important you know

Capital at risk. All investing should be for the 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.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

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