Moving cash into your Stocks and Shares ISA form

Other considerations

If you’d like to transfer money from your Share Dealing Account into your Stocks and Shares ISA then you may be able to do this online.
 
We can only transfer money into an active ISA. Please note instructions received for ISA’s that are not active will not be completed.
 
To check if your ISA is active then visit the Valuation Page and check that the Account Status shows as 'Okay to Trade'.
 
If the status shows as 'Suspended' then this can be re-activated on the 'Fund and Withdraw' screen through Account Management while the ISA portfolio is selected.
 
If the status shows as 'Closed' or anything other than 'Okay to Trade' or 'Suspended' you should contact us for further information.

What tax year your request will apply to

We treat all requests according to the date they are submitted, including those received on weekends or bank holidays.​

Any forms submitted on or before the close of the current tax year (05 April) will be processed within that same tax year.​

If you wish your instruction to apply to the next tax year, please submit it from the first day of the new tax year (06 April).​

If we’re unable to complete your request for the tax year submitted, we’ll decline it, and you can submit a new instruction once the new tax year has begun.

Important details at a glance

  • Money which is settled (showing as ‘Available to withdraw’), should be transferred to your ISA within 1 working day.
  • Money which is unsettled (showing as just ‘Available to invest’) can only be transferred to your ISA once your trade has settled. If you submit this form, we will transfer the money on your trade’s settlement day and we will endeavour to make it available in your ISA within 1 working day.
  • If your available headroom is less than the amount you have asked to transfer, we will only transfer the maximum allowed.

ISA confirmation

If you do not have a Stocks and Shares ISA opened, you will need to open one from the ‘Open a new account’ tab on the right-hand side menu before completing this instruction. Please note that you can't add an ISA to a joint account.

This should match your passport.
You can find this on your statement, or at the top of most of our Share Dealing online pages. It’s nine characters long and starts with 000.
e.g. ex Funds ISA or ex Mini ISA
Money that is showing as available to invest will only be moved once 'settled' (available to withdraw).
£
Please enter your mobile phone number. If you don't have a mobile then please use your landline number.

 


Please take the time to check the details you have entered, as we will be unable to complete instructions with missing or incorrect information.

Examples of common rejections include:

  • Not having an active ISA. 
  • Mis-keying of 'Date of Birth'.
  • Not having funds within the Share Dealing Account.

 

Submit