How do I transfer my ISA to Quilter Invest?

Transferring your ISA to Quilter Invest

You can transfer your ISA to a different type or the same type at any time and you can transfer all or part of your ISA, whether the money was invested this tax year or in previous years. 

To transfer an existing ISA from another provider into a Quilter Invest ISA:

• First, make sure you have opened a Quilter Invest ISA
• When viewing your ISA, tap ‘Transfer your ISA’ from the ‘Add Money’ or ‘Account’ section
• Select your current ISA provider from the list
• Complete your details, including your current ISA account number and the amount you’d like to transfer

If your current ISA provider isn’t listed, please contact our customer support team at support@quilterinvest.com.

We’ll contact you if further information is required. In the meantime, you can track your transfer's progress at any time using the Quilter Invest app.

Please note:

• Quilter Invest only accepts cash transfers. This means you’ll need to sell any existing investments before transferring.
• Cash transfers to a Stocks & Shares ISA can take up to 30 calendar days.
• Transferring to a Quilter Invest ISA is free, but please check if your current provider charges fees. 
• To transfer out from Quilter Invest, contact the ISA provider you want to move to, and complete their ISA transfer form.

Please use the online ISA transfer process -  you may lose tax benefits if you transfer the money yourself.

Our customer support team is here to help if you run into any issues transferring your ISA, contact them at support@quilterinvest.com.