To help make sure your transfer to Moneybox goes as smoothly as possible, you’ll need to share the account details that match your current provider’s format.
You can usually find these details on your most recent statement or by logging into your provider's app.
Reference number formats
For the following providers, we just need your unique account reference. For these accounts, you won't need to provide a sort code. Make sure to include any letters or hyphens exactly as they appear.
Provider | Format | Example |
AJ Bell (YouInvest) | 7 characters including letters | AB12345 |
Chip Financial (S&S ISA) | 7 characters including letters | A031234 |
EQi | 8 characters, sometimes including letters | 12345678 |
Foresters Financial | 10 or 11 characters including letters | IS01000000A |
Hargreaves Lansdown | 7 digits | 1234567 |
JP Morgan Personal Investing | 8 characters including letters | AAAA00A0 |
Leeds Building Society | 10 digits | 1234567890 |
Monzo (S&S ISA) | 7 characters including letters | A00A00A |
OneFamily (inc. Post Office) | 10 characters including letters | A00000000A |
Paragon Bank | 13 characters including letters | AAA0000000AAA |
Plum (Saveable) | National Insurance Number | AA000000A |
Principality Building Society | 9 digits | 123456789 |
Quilter (ex Old Mutual) | 12 characters including letters | AC0000000-000 |
Skipton Building Society | 9 digits | 123456789 |
Tembo (formerly Nude) | 15 characters including letters | XXX-XXXXXX-XXXXX |
Trading 212 | 8 digits | 12345678 |
Vanguard | 12 characters including letters | VG0000000-000 |
Yorkshire Building Society | 10 digits | 1234567890 |
Sort code and account numbers
For most Cash ISAs held with the providers below, you’ll need your 6-digit sort code and 8-digit account number.
Bank of Scotland
Barclays Bank (Cash ISA)
Chip Financial (Cash & Smart Cash ISA)
Coventry Building Society
Halifax (Cash ISA)
HSBC
Lloyds Bank
Marcus / Saga by Goldman Sachs
Monzo (Cash ISA)
Nationwide
NatWest (Cash ISA)
Nottingham Building Society (all accounts)
OakNorth
Royal Bank of Scotland (Cash ISA)
Santander
Shawbrook Bank
Virgin Money
Zopa Limited
Still unsure?
If your provider isn’t on the list, look for a "Customer Number," "Reference," or "Account ID" on your paperwork or in your app.
Just a heads up that while these are the most common formats we see, yours might look a little different depending on your provider. * For investment accounts (like a Stocks & Shares ISA or LISA): You’ll usually need a unique reference made of letters and numbers.
For cash-based accounts from a bank:
You’ll likely need your sort code and account number.