Moving cash into your Stocks and Shares ISA

If you’d like to transfer money from your Share Dealing Account into your Stocks and Shares ISA, you may be able to do this online.

We can only transfer money into an active ISA. Please note that instructions received for inactive ISAs won’t be completed.

To check if your ISA is active, visit the Valuation Page and check that the Account Status shows as ‘Okay to Trade’. If the status shows as ‘Suspended’, this can be re-activated on the ‘Fund and Withdraw’ screen in Account Management with the ISA portfolio 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 process all requests based on the date they are submitted, even when this falls on a weekend or bank holiday.

Forms submitted on or before the final day of the tax year (05 April) will be treated as instructions for the current tax year.

If you want your instruction to count toward the next tax year, you should submit it from the first day of the new tax year (06 April).

If we’re unable to process your instruction for the tax year submitted, we will decline the request and you may resubmit it in the new tax year.

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.

Please complete all fields unless they are marked 'optional'.

Here are the ##?## fields that need completing before continuing

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.
Day
Month
Year
You can find this on your statement, or at the top of most of our Share Dealing online pages. It’s 9 characters long and starts with the letter B.
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.

 

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