To transfer your ISA to InvestEngine, please go to the ISA portfolio that you want to transfer the ISA to. If you have not created an ISA portfolio, please sign up on our platform, create a new ISA portfolio and leave it unfunded. An unfunded ISA portfolio does not automatically open your ISA account with us for the current tax year.
(Please note: if you wish to transfer an existing ISA to one of our Managed ISA portfolios, the transfer will need to be made as cash into one of our DIY ISA portfolios, then clients can make an internal portfolio transfer to their desired Managed portfolio. This is because Managed portfolios already have the securities built into them, and can only be funded with cash.)
Go into the DIY ISA portfolio and select Options, then select 'Transfer an ISA' (second option from the bottom). A pop-up will appear with an ISA Transfer Form. Please complete the form to begin the transfer process.
The form is only 2 pages long and most of the form is pre-filled for you. The form is submitted entirely digitally.
If you accidentally close the ISA form pop-up, you will be able to find it again at the bottom of the ISA Portfolio (on the bottom of the right-hand side for PC users).
When your form is submitted, our Transfers team will deal directly with your existing ISA provider on your behalf. Our ISA Transfer team will get in touch with you in case we require some additional information.
ISA transfers should be completed within 30 days.
Please note, you can only transfer an ISA held with another provider in your own name. It is not possible to transfer an ISA held by another person.