You can transfer any existing IFISA, Cash ISA or a Stocks and Shares ISA to the easyMoney IFISA in a few simple steps.
Be mindful that some ISA providers will only permit the transfer of an ISA on an ‘all or nothing’ basis so please check their terms and conditions before requesting a partial transfer.
To transfer an ISA:
Log in to your account, go to My Account > Transfer an ISA
Fill: Fill in the details requested on the site
Print: Print your pre-filled form
Sign: Sign and date the transfer form
Upload or Send: Upload the form to our site, or if your ISA manager requires an original wet signature you'll need to send the signed form to the address provided. We’ll take care of the rest
Good to know
The minimum amount you can transfer is £100, we do acccept residual payments, so interest payments added to the account after the transfer can be sent to us.
If it's an IFISA you are transferring and the capital repayments are coming back gradually, we allow you to send a request for a full transfer and any future repayments can be sent as they become available.