- If you were looking at transferring your ISA to another provider you would have to get in touch with your new ISA provider who will ask you to fill out a form and send it to them. Once they have received it they will check it and send it to us and upon safe receipt we will then transfer out the requested funds with the ISA wrapper protecting your subscription allowance.
- Please note we can only transfer out the cash in your 'available funds' and the lent funds will remain in the ISA status. There is no limit to how many transfer outs you can complete, however you will need to create a new form for each new ISA transfer out request.
- For your reference, please find your unique ISA reference number by logging into your Funding Circle account, selecting ‘transfers’ on the top bar and you will then see your unique ISA reference number.
- Please note if you have a Classic and an ISA account, please select your name in the top right corner and then ‘ISA account’ to access your ISA account to ensure you’re accessing your correct reference number.
Can I transfer my ISA to another provider?
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