ISA/LISA Transfers

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 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 ISA or LISA transfers in from Ulster Bank, One Family, Chelsea Building Society, and National Counties, and we’re unable to accept LISA transfers in from Paragon.

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.

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