Filling the ISA Transfer form is easy and we will guide you through it with the following steps:
1. Download and print our transfer authority form from here.
2. Carefully fill your personal details on the first page and read the declaration.
If you don’t know your ISA account number yet, you can contact us and we’ll gladly help you with this information
3. Sign the form with your physical signature.
Additional Information - ISA Transfer Authority
Select transfer type
Whether you are looking to transfer your subscription for the current year, or for a previous year or both.
ISA reference
This is the account number/reference of your ISA with the current provider. If you don’t know it yet, they should be able to provide you with this information.
Total to be Transferred
The total value you would like to transfer over to our Trading 212 ISA. If you are looking to transfer your current year subscriptions you can only transfer the full amount of the account.
Amount subscribed in the current year
This field should be filled only if you are transferring the current tax year’s subscriptions.
*The financial year in the UK starts on the 6th of April and ends on the 5th of April.
Date of the first subscription in the current year
This is the date of the first deposit made during the current tax year. It should be filled only if you are transferring the current tax year subscriptions.
ISA provider’s name - you should fill your current provider’s name here.
ISA provider’s address - this is the address of your current provider.