ISA/LISA Transfers

Which ISA providers do you support for transfers in?

We’re able to accept transfer requests from most ISA or Lifetime ISA providers, as long as they are able to process transfers electronically. 

If you’re looking to transfer in an ISA or Lifetime ISA from Foresters Financial or Ulster Bank, please get in touch via the in-app chat, or by emailing support@moneyboxapp.com, and our team can provide you with a transfer in form – please note that this form will need to be printed out and signed, as this provider does not accept digital signatures.

At the moment, we cannot facilitate transfers for the following providers:

  • Abrdn (Standard Life)
  • Bricklane Investment Services Ltd
  • Columbia Threadneedle
  • Danske Bank
  • Family Building Society
  • Furness Building Society
  • Gatehouse Bank
  • Harpenden Building Society
  • Invesco
  • Janus Henderson
  • Melton Building Society
  • St James’s Place

Please note there may also be other providers besides those listed above that we’re not able to accept transfers from, if they cannot facilitate electronic transfers.

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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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