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