ISA/LISA Transfers

How do transfers work?

To begin a transfer into Moneybox, you’ll just need to request a transfer in form via the app (Settings > Transfer > Transfer in). As all transfers are completed electronically, once you’ve completed these forms, just return them via the in-app chat, or email them to, and we can get the process started.

Once our Operations team has received your form, they’ll check your details, log your request, then contact your existing provider to let them know you’re looking to transfer to us. Your provider will send your funds electronically, along with a ‘transfer history form’ and all the information about the account you’re transferring from so we can complete the transfer.

Then, once the payment is received, our finance team will apply the funds to your Moneybox account, and the transfer is complete!

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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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