Transfer an Individual Savings Account (ISA)
Why transfer to us?
If you have a Cash Individual Savings Account (ISA), Stocks & Shares ISA (or both) with another provider – we can help you bring them together with the ISA you’ve set up with us.
There are a few reasons why an ISA transfer could benefit you:
Things to think about before you transfer
It’s worth checking with your current provider if there’s a fee for transferring your money out. Keep in mind you could lose any potential growth while the transfer is processing as your money will not be invested in that time. If you are transferring from a Cash ISA, you will need to select an investment once your transfer has completed.
- Competitively priced
- No set-up fee
- No extra charge for switching funds
- Access your account online
- Easy and convenient to have your accounts in one place
Have your details ready
To complete this form, you'll need:
- Your contact details
- Your abrdn ISA account numberThis will start with WP or SP. You can find this by logging in to your online account.
- Details of the ISA (s) you want to transfer to usIncluding the type of ISA it is, who provides it, and the account number/details of the ISA you're transferring, how much money is in it and, if applicable, how much you've contributed to it in the current tax year.
1
Your details
2
Summary
Your details Step 1 of 2
Need some support?
If you need some help with completing this form you can contact us via the following contact details;