Holly Mckay
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    • Home • Advice • Common questions

    How on these robo accounts do you transfer an ISA rather than set up a new one?

    04 August 2022

    Question by Ann

    I have an ISA getting 0.01% interest. I have 20k in it - how on these robo accounts do you transfer an ISA rater than set up a new one

    Answered by Tarnia Elsworth

    Hi Ann,

    Thank you for submitting a question, it is lovely to hear from you.

    I have taken a look at the top rated Robo Advice firms as suggested by Boring Money, and copied the links below on how they work for transferring ISAs.

    https://www.moneyboxapp.com/faqs/how-do-i-transfer-an-isa-or-lifetime-isa-to-moneybox/

    https://www.wealthify.com/blog/how-to-transfer-an-isa

    https://www.nutmeg.com/isas/transfer

    I really hope that they provide the instruction you need.

    If you want to speak with an adviser before you take that course of action, a lot of financial advisers offer a free consultation to answer any concerns you may have (us included).

    I hope your quest for a better return on your investment is successful.

    All the best
    Tarnia
    TP Financial Solutions

    Answered by

    Tarnia Elsworth

    Financial Adviser

    I am a down to earth, Lancashire lass, with a passion for helping people protect what they work so hard to build.

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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