There are two ways to initiate an ISA transfer to InvestEngine. Follow these steps:
How to Start Your ISA Transfer
1. Log into your InvestEngine account
- Select 'transfer an ISA' in the ISA section of your dashboard. (as seen in the image below)
Or alternatively;
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Go to your ISA portfolio (if you don’t have an ISA portfolio, create one, and leave it unfunded)
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Select Options.
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Click ‘Transfer an ISA’ (second option from the bottom).
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A pop-up with the ISA Transfer Form will appear—fill it in to begin the process
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Complete the ISA Transfer Form
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The form is only two pages long, and most of it is pre-filled for you.
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It is submitted entirely online.
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Processing Your Transfer
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ISA transfers can take up to 30 days to complete.
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Our Transfers team will contact your current ISA provider and handle everything for you.
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If we need any extra details, we will get in touch.
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Important Notes
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An unfunded ISA portfolio does not automatically open your ISA account for the current tax year.
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By default, transfers will be processed as in-specie (meaning investments are moved without being sold). More details can be found here.
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If you close the ISA transfer form by mistake, you can reopen it at the bottom of your ISA Portfolio (on the bottom right-hand side for PC users).
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You can only transfer an ISA held in your own name—it is not possible to transfer an ISA owned by someone else.
Transferring to a Managed ISA Portfolio
If you want to transfer an existing ISA into one of our Managed ISA portfolios, you’ll need to:
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Transfer your ISA as cash into a DIY ISA portfolio first.
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Then, move it to your chosen Managed ISA portfolio through an internal transfer.