There is no minimum ISA transfer value.
We do not charge a fee for transfers, but your current provider might charge you for exit fees. Check with them to be sure.
What you can transfer
- Cash ISAs (to our Stocks and Shares ISA)
- Junior ISAs (JISA)
- Stocks and Shares ISAs (full or partial transfers)
- General Investment Accounts (Vanguard funds only)
If you want to transfer an ISA:
- current tax year contributions – ISA rules require a full transfer
- previous tax year contributions – we accept full and partial transfers. If you want to do a partial transfer, we only accept Vanguard funds
If you want to transfer a JISA, we only accept a full transfer.
If you want to transfer a General Investment Account, we only accept a transfer of Vanguard funds.
What happens to investments in the transfer process?
- If you have Vanguard funds with your current provider, they will be transferred across as units or shares (known as in specie or re-registration).
- If you have funds that are not Vanguard they will automatically be sold, and the cash generated from this will be transferred over to your new ISA.
- If you hold a cash ISA this will be transferred over to your new ISA as cash.
What you'll need to apply
- Your account number with your current provider
- Details about your existing investments – such as value of the transfer, whether you have Vanguard funds or not
- National Insurance number
Need more help?
Our UK-based team is ready to answer your questions
Our UK-based team is ready to answer your questions.
Do you have a Vanguard account?
Getting help in difficult circumstances
Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.
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