Lifetime Isa

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

You’ll need to contact your new LISA provider to get the transfer process started – they will send you the relevant documentation and process to follow. Please request your new LISA provider send their paperwork to transfers@moneyboxapp.com , we are unable to accept paper transfers.

For a Stocks & Shares LISA there are two types of transfer: cash and in-specie. A cash transfer sells down your existing shares and sends over the balance in cash. An ‘in-specie’ transfer means your specific holdings in each tracker fund are transferred across to the new provider. There is no charge for a cash transfer, while an in-specie transfer costs £25 per tracker fund.

Feel free to contact us with any further questions at support@moneyboxapp.com!

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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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