Transfer your ISA

Transfer your ISA

Even if your previous ISA was a different type you can still transfer it. If you want to transfer money you’ve invested in an ISA during the current year, you must transfer all of it. For money you invested in previous years, you can choose to transfer all or part of your savings.

Please note: If you transfer cash and assets from a Lifetime ISA to a different ISA before the age of 60, you’ll have to pay a withdrawal fee of 25% to the Lifetime ISA provider.

How do I transfer my ISA to Assetz Capital?

To transfer your ISA over to our platform you will need to complete our online Transfer In Form which can be found via your account dashboard -  https://investors.assetzcapital.co.uk/investments/ifisa/transfer/isa

You will need to first create an IFISA Account if you haven’t already done so by clicking the IFISA tab at the top of your dashboard.

Please note that if you withdraw the money from your existing ISA rather than completing the transfer process, you won’t be able to reinvest that part of your tax-free allowance again.

If you want to know more about our ISA why not take a look at our  Frequently Asked ISA Questions. If that doesn't answer your query then please contact the lender team on: enquiries@assetzcapital.co.uk or call 0800 470 0430

- April 20, 2018