ISA & LISA transfers

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, you’ll just need to contact your new ISA provider to get the transfer process started –  they will send you their transfer-in form and give you the steps you’ll need to follow.

If your new provider asks for an account number or reference for our ISAs and Lifetime ISAs, this would be your National Insurance number. For our Junior ISAs, we use the National Insurance number of the registered contact, which is usually the parent. Please note our accounts do not have sort codes.

All transfers are performed digitally – to make sure your transfer reaches us, please request your new ISA, LISA or Junior ISA provider to send their paperwork to transfersout@moneyboxapp.com.

Please note that if you are transferring out to another provider, it isn’t currently possible to transfer back to Moneybox once the transfer out is complete.

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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.

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