ISA Transfer Guide

Getting Started

The basics of ISA transfers and what you need to know before you begin.

• What is an ISA transfer?
• Which ISAs can I transfer to InvestEngine?
• How much does it cost to transfer an ISA?
• I paid into another ISA this year — can I still transfer?
• I am now abroad — can I transfer my old ISA to InvestEngine?

How to Transfer

Step-by-step guides for transferring your ISA to InvestEngine.

• How do I transfer an ISA to InvestEngine?
• Do you support in-specie transfers?
• Can I move my General Account investments into an ISA?

After Your Transfer

What happens once your transfer is underway or complete.

• Will the cash get automatically invested after my ISA transfer is complete?
• ISA Allowance Cut-Off and Start Times
• ISA Changes

Transferring Away

How to move your InvestEngine ISA to another provider.

• Can I transfer my ISA to another provider?

Need Help?

Get support with your ISA transfer.

If your transfer is delayed or you have any questions, our support team is here to help.

Email us at support@investengine.com