Before starting an ISA transfer you'll need to sign-up and complete our registration process. Existing users need to be logged into their account before starting. To begin the ISA transfer process, from the Account button in the top-right of the screen, select IFISA from the menu and click on New Transfer.
Transferring an ISA to us can be done in 3 simple steps. Make sure you have your National Insurance (NI) number, name of your current ISA provider and the ISA account number to hand.
Step 1: Read and agree to our ISA terms and conditions. Provide your NI number and select your existing ISA provider.
Step 2: Provide details of your current ISA and select the amount you wish to transfer. You will need to indicate whether you would like to serve the full notice period of your existing ISA before transferring, or whether you would like to proceed with the transfer request immediately (including any penalty this may incur from your current ISA provider).
Step 3: Print, sign and post the ISA transfer request form. Details of how to upload the form will be given on the screen.
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