How do I transfer an ISA or Lifetime ISA to Moneybox?
To get started, you’ll need to have the account you’re looking to transfer into (e.g. ISA or LISA) open with us. Then, just request a transfer form in Settings > Transfer > Transfer in.
All eligible 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. For ISA to LISA transfers, the subscription date of the transfer will be the date we receive the payment and documentation from your current provider.
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.
