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Video: How to transfer an ISA

There are lots of reasons to transfer your ISA to Wealthify… and it’s simple too
Video: How to transfer an ISA
Reading time: 1 mins



There are lots of reasons to transfer your ISA to Wealthify… and it’s simple too

You can transfer your old ISAs to Wealthify, so that they’re all in on place. Cash ISAs, Stocks and Shares ISAs and innovative Finance ISAs can all be transferred into a Wealthify Stocks and Shares ISA.

It’s quick and easy to do!

Simply visit Wealthify.com, go to ‘invest now’ and select ‘transfer an ISA’. Then tell us how much you’re transferring, how long you’re planning to invest for (you’re not tied in!) and choose from our five simple investment styles.

We’ll then send you a transfer form to sign and send back to us as soon as possible.

After that, our dedicated customer service team will sort everything out for you, and tell you when it’s done!

Please remember, make sure you ALWAYS ALWAYS use the official transfer form. If you simply withdraw the money from your old ISAs they will lose their tax-free status and will count towards your current year’s ISA allowance.

Wealthify helps you to break down the barriers to investing. You can start a Stocks and Shares ISA, Investment ISA, a general investment plan, or an ethical investment ISA, with as much or as little as you like. It takes less than 10 minutes to sign up and Wealthify’s experts do everything, picking your investments and managing them for you, every day.

 If you want to find out more about how to transfer an ISA, read out guide: https://www.wealthify.com/blog/everything-you-need-to-know-about-isa-transfers-1 

Past performance is not a reliable indicator of future performance. With a Wealthify investment your money is at risk, as the value can go down as well as up. The tax treatment of your investment will depend on your individual circumstances and may change in the future. If you are unsure about whether investing is right for you, please seek financial advice.

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