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

04 August 2022

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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

Protection Adviser

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