ISA & LISA transfers
12 Support topics
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How do I transfer an ISA or Lifetime ISA to Moneybox?
You can start a transfer in from another provider in the app during the registration process when setting up…
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How do I transfer a Junior ISA to Moneybox?
Once you have opened a Junior ISA, you can request a transfer in form in Settings > Transfer in…
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How do I transfer my Moneybox ISA or LISA to another provider?
If you’d like to transfer a Moneybox ISA, LISA, or Junior ISA out of Moneybox and to another provider,…
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How long does a transfer out take?
This can vary between transfers, however once we receive the request from your provider, we double check all the…
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What is an in-specie transfer?
An ‘in-specie’ transfer refers to a method of transferring an investment account to another provider. In-specie transfers involve moving…
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Which ISA providers do you support for transfers in?
We’re able to accept transfer requests from most ISA and Lifetime ISA providers. When you start a transfer in…
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I want to transfer in an ISA which has a maturity date.
If you’re looking to transfer in an ISA from another provider which has a maturity date, it’s best to…
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How long does a transfer in take?
Transfers between Cash ISAs should complete within 15 working days of your initial transfer request. If you’re transferring to…
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Will my Help to Buy ISA transfer count towards my £20k ISA allowance?
A transfer from an existing ISA (including a Help to Buy ISA) into a Cash or Stocks & Shares…
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Can I request a partial ISA or Lifetime ISA transfer out?
For ISAs (like our Cash ISAs or Stocks and Shares ISA), you can request a partial ISA transfer out….
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Can I request a partial ISA or Lifetime ISA transfer in?
You can request a partial (or full) ISA to ISA or ISA to LISA transfer in by heading to…
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A step-by-step guide to transferring your ISA to Moneybox
Transferring an ISA or Lifetime ISA to Moneybox is quick and easy. Once you’ve opened an ISA, you can start…
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It's important you know
Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.
A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.
For Business Saver: T&Cs apply. Max one withdrawal per day.