Here’s how transferring works


Transfers start from inside your account, so there’s one quick step first. Opening an account is free and only takes a few minutes.

  1. Follow the steps to open your account
  2. When prompted, tell us you want to transfer
  3. Tell us your provider and details
  4. We’ll do the rest

Worth knowing before you start

  • Transferring into our Stocks and Shares ISA doesn’t use up this year’s allowance. Money you transfer in doesn’t count towards your £20,000. 

  • Check whether your current provider charges to leave. Some do. It’s worth a quick look before you start. 

  • You don’t have to move everything. Transfer one account or several, whenever suits you.