You can transfer most types of ISAs into an InvestEngine Stocks & Shares ISA — as long as the ISA is held in your name and meets certain eligibility rules. ISA transfers may have implications for your investments. Please consider all factors before deciding to transfer
Here’s a breakdown of what you can and can’t transfer to InvestEngine.
ISAs you can transfer to InvestEngine
We accept transfers into our Stocks & Shares ISA from:
- Cash ISAs – from banks, building societies, and savings providers
- Stocks & Shares ISAs – from brokers, robo-advisers, and other platforms
- Innovative Finance ISAs – if the provider allows a transfer into a Stocks & Shares ISA
- Lifetime ISAs (LISAs) – only the portion of a LISA that has been converted into a standard Stocks & Shares ISA (some providers allow this)
- Flexible ISAs – we support transfers from flexible ISAs and preserve any flexible entitlement where the sending provider passes this across
You can transfer either:
- The full balance, or
- A partial balance from previous tax years
(If you’re transferring from the current tax year, the full amount must usually be transferred.)
Learn more in What is an ISA transfer?
ISAs you can’t transfer to InvestEngine
We don’t currently accept transfers from:
- Junior ISAs (JISAs) – we don’t offer a JISA product
- Lifetime ISAs (LISAs) – unless converted by your provider to a standard Stocks & Shares ISA
- Help to Buy ISAs – these cannot be transferred into a Stocks & Shares ISA
- ISAs that contain unsupported assets (e.g. commercial property, direct bonds)
- Individual Stocks & Shares ISAs – we only accept Stocks & Shares ISAs which are invested in ETFs
If you’re unsure about your current provider or ISA type, check your latest statement or get in touch with them directly.
Need help? See How do I transfer an ISA to InvestEngine?
What about SIPP transfers?
SIPPs (Self-Invested Personal Pensions) are separate from ISAs - but we do support pension transfers into InvestEngine SIPPs.
You can read more about Pension transfers here