It’s easy to transfer your ISA to Octopus Money and you can transfer at any time.
Login to your account and click on the ISA overview that you'd like to transfer into. At the top of the page, you'll see a 'manage funds' button:
Select this, and choose 'Transfer your other ISA'. This will open a form for you to complete, so our team can process your request.
This usually takes 2-4 weeks, depending on your previous provider – and we'll be in touch to let you know once your transfer is complete.
Top tip: It’s important that you use our online transfer process so you don’t lose your annual ISA allowance. If you sell your investments with your current provider and repurchase them with Octopus Money, you’ll be using this year’s ISA allowance.