You can transfer any existing ISA funds to your Growth Street ISA by following the three simple steps below:
- Log in to your ISA dashboard and click ‘ISA transfer’ on the ‘Cash’ drop-down menu. Here, we’ll need you to share some details about your existing ISA (such as your current provider and account number). We’ll then pre-fill the ISA transfer form for you.
- Download the pre-filled form and double-check all the details are correct. Then, print it off, sign the form and send it to the address provided.
- Once we receive your transfer request, we’ll contact your existing provider to let them know you want to make a change. You’ll be kept updated throughout the process.
Please note that to transfer your ISA funds from previous years, you must use the ISA Transfer form. Withdrawing your funds from previous ISAs manually will result in the removal of your funds from the ISA wrapper and the loss of tax-benefits on those funds.
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