How do I transfer my Moneybox Lifetime ISA to another Lifetime ISA provider?

You will need to contact your new Lifetime ISA provider. They should send you the relevant documentation and process to follow. Please request your new Lifetime ISA provider send the paperwork to Moneybox, 1.07 Cargo Works, 1-2 Hatfields, SE1 9PG. Feel free to contact us with any further questions at support@moneyboxapp.com.

For a Stocks & Shares LISA transfer where you are transferring out in specie – i.e. you ask us to transfer your fund holdings to another provider, you will be charged the administration costs of £25 per fund (deducted from the value of your funds). Please note you will pay the 25% government charge if you transfer your Lifetime ISA into another type of ISA before you reach 60. You won’t pay this charge if you are transferring to another Lifetime ISA.

View other topics

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.

Get the app