You can transfer your Abundance ISA to another IF ISA or to another type of ISA. You can only transfer cash, not investments, so you may need to sell your investments through our marketplace before requesting the transfer from your new ISA provider. There are no fees for transferring out from your Abundance ISA.
If you want to transfer money held in your Abundance ISA that was contributed in a previous tax year, you can transfer any amount you want.
If you want to transfer money held in your Abundance ISA that was contributed in the current tax year, you must transfer the full current year balance to your new ISA provider. You can also transfer a combination of money contributed in the current tax year and past tax years at the same time.
To transfer your Abundance ISA to a new provider you will need to fill out a transfer request form with your new ISA provider who will then request the funds from us.
Your new ISA provider may request a reference number and/or an Account Number and Sort Code for your Abundance ISA. Please use the account reference number that you can find in your ‘Profile’ section (top right hand side of your screen) when signed in.