How long does a transfer in take?

Please note that the last opportunity to submit an ISA > Lifetime ISA transfer request for the 2024/25 tax year will be 28th February. After this point, ISA > Lifetime ISA transfers will be unavailable in the app until the new tax year begins.

For investment products, your provider has up to 30 days from the date they receive a transfer request to complete the transfer. For cash products, this period is 15 days.

Most transfers take between 2-3 weeks in total – once your existing provider has sent your transferred funds, these can take a few working days to reach us – our team will keep you up to date throughout the process and you can view the status of your transfer in the app in Wealth > Select your account > Activity.

Once we’ve received the payment and the required information from your previous provider, we will apply the funds to your Moneybox account within three working days and the transfer is complete! For cash accounts, this is when you’ll begin earning interest on your transferred funds.

For ISA to LISA transfers, please note that the subscription date of the transfer will be the date we receive the payment and documentation from your current provider.