If you have an ISA, how do you transfer it?

13 October 2022

Question by Ann

If you have an ISA, how do you transfer it to e.g. Nutmeg or Wealthify etc into a stocks and shares ISA ?

The ISA advice seems to be just for setting up a new ISA.


Answered by Boring Money

Hi Ann,

Im not sure about Nutmeg or Wealthify but the process of Transferring a Cash ISA to Stocks and Shares ISA should be a relatively simple one. We use Quilter and their Platform for Stocks and Shares ISAs and the transfer process is very simple.

Thanks
Stacy

Answered by

Boring Money