How do I transfer an ISA or Lifetime ISA to Moneybox?
To get started, you’ll need to have the account you’re looking to transfer into (e.g. ISA or LISA) open with us. Then, just request a transfer form in Settings > Transfer > Transfer in.
All eligible transfers are now being processed digitally, so you’ll need to return any completed transfer forms either via the in-app chat, or by email. Once we’ve received your completed form, most transfers are typically complete within 3 weeks.
Please note that we currently aren’t able to accept transfers in from the following providers: Paragon, One Family, Chelsea Building Society, National Counties, and Ulster Bank.
If your provider is listed above, just drop us a message via the in-app chat or email us at firstname.lastname@example.org, and we’ll be in touch once we’re able to resume transfers from your provider.