You can transfer money in your Abundance IF ISA to another IF ISA provider or to another type of ISA such as a Cash or Stocks & Shares 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 IF ISA.

You can transfer as much or as little of the money held in your Abundance IF ISA as you like.

However, if you would like to transfer money that you contributed to your Abundance IF ISA in the current tax year, you may need to transfer the full amount that you have added in the current year as some ISA providers do not accept partial transfers. Check with your ISA provider if you are unsure.

To transfer money in your Abundance IF 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 IF ISA. Your Abundance IF ISA does not have its own sort code and account number - this is typically only for Cash ISAs. Instead, please use the account reference that you can find directly under your name in your ‘Profile’ section, access by going to your name / initial in the pink circle in the top right hand side of your screen) when signed in. If the transfer form for your ISA provider requires a sort code and account number to complete the form, then you can enter Abundance's general client bank account details:

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