To transfer your ISA to InvestEngine, please go to the ISA portfolio that you want to transfer the ISA to. Click on 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).
If you have not got 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.
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.