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. a Stocks & Shares ISA or Lifetime ISA) 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 Lifetime ISA transfers, the subscription date of the transfer will be the date we receive the payment and documentation from your current provider.
Please note that we currently aren’t able to accept ISA or LISA transfers in from Ulster Bank, One Family, or National Counties. If you’re looking to transfer in from one of these providers, just drop us a message via the in-app chat or email us at firstname.lastname@example.org, and we’ll be in touch once we’re able to resume transfers from your provider.