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 to another provider, you’ll just need to contact your new ISA provider to get the transfer process started –  they will provide the steps you’ll need to follow.

Some information you may need can be found below:

• Provider: Digital Moneybox Ltd

• Reference/Account number: For ISAs & LISAs, this is your National Insurance number. For our Junior ISAs, we use the National Insurance number of the registered contact, which is usually the parent.
• Address (for reference only): Moneybox, Suite 1.07, 1-2 Hatfields, London, SE1 9PG. 

Our accounts do not have sort codes, however your new provider should be able to process a transfer in as usual without this.

For Junior ISA transfers, the information required to process your transfer may vary depending on your new provider. For example, the account number requested might be an account reference, a unique transfer number, or even the child’s name and date of birth. Please check with your new provider to confirm the specific information required.

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.