Transfer to a Stocks & Shares ISA
Switch to the ii ISA and make the most of your money
Make your investments go further with our award-winning ISA and a low, flat monthly fee. No hassle and no juggling multiple platforms.
Important information: As investment values can go down as well as up, you may not get back all of the money you invest. If you’re unsure if an investment account is right for you, please speak to an authorised financial adviser. Tax treatment depends on your individual circumstances and may be subject to change in the future.
Why transfer to the ii Stocks & Shares ISA?
Why transfer to the ii Stocks & Shares ISA?
Save more time
Manage your investments on a single platform and cut down on admin. Let's help you get some of your precious time back.
Make more of your money
Consolidate your costs into a single low, flat fee. The more your money grows, the more you could stand to save.
Take more control
Access one of the widest ranges of investments on the market. From Quick-Start Funds to international markets, we’ve got you covered.
How to transfer your ISA to ii
How to transfer your ISA to ii
To add an ISA to your ii portfolio, simply log in to your account, online or in our app, and select Add an account from the Portfolio menu. You'll see the option to choose either a Managed or Self-managed ISA.
With a Self-managed ISA, you’ll pick your own investments. If you choose the Managed ISA, our experts will keep an eye on things for you; they'll manage your investments to make sure your portfolio stays in line with your risk appetite.
Discover more about our Self-managed ISA and Managed ISA and find out which is most suitable for you.
You can start your transfer after adding an ISA to your portfolio. From your account, choose Transfer and select Transfer In from the Portfolio menu.
You'll then need to complete our online transfer form with the details of your current ISA provider(s) and the assets you wish to transfer.
Sit back and relax. We’ll work with your current provider(s) to move your money to ii. You’ll get regular updates as the transfer progresses.
Why Chris transferred his ISA to ii
“Transferring to ii was very easy. Their Customer Support team was always in contact and gave me a clear visual timeline of the switch. That’s why I’m with ii.”
Chris appreciated the human touch of our transfer process. Hear why he’s joined over 430,000 investors taking greater control of their money with ii.
Make a change. Save on charges.
By adding an ISA to your plan, you can still rely on our flat monthly fee to help you reach your financial goals sooner.
We may need to upgrade your plan depending on your existing accounts with us:
- If you have a Trading Account only and are on our Investor Essentials or Investor plan, you can add an ISA at no extra cost.
- If you have a SIPP and are on our Pension Essentials or Pension Builder plan, we'll upgrade your plan to Investor Essentials + SIPP or Investor + SIPP. The plan you're upgraded to will depend on the new total value of your accounts. See the table for plan charges.
Use these tables to check what your monthly fee would be and which plan you'd be on if you add an ISA. Other charges, such as trading fees, apply. Find out more about our plans and charges.
Trading Account + ISA
| Total invested | Monthly fee | Plan |
|---|---|---|
| Up to £50,000 | £4.99 | Investor Essentials |
| No limit | £11.99 | Investor |
SIPP + ISA + Trading Account
| Total invested | Monthly fee | Plan |
|---|---|---|
| Up to £75,000 | £9.99 | Investor Essentials + SIPP |
| No limit | £21.99 | Investor + SIPP |
Transfer and keep your ISA allowance
Transferring an existing ISA doesn’t affect your annual ISA allowance.
Whether you’re moving a Cash ISA or a Stocks & Shares ISA, you won’t use up any of your £20,000 annual limit. And to make it even better, transferring to ii is free. Existing provider fees may apply.
Want your investments taken care of for you?
Invest your money without investing your time.
The ii Stocks & Shares ISA also offers a Managed ISA option. It’s all the tax-free benefits you’d expect, but our experts manage the investments for you.
How we protect your assets
We offer investment services under the interactive investor brand, processing one in every seven investments bought or sold by the public in the UK. We manage nearly £70 billion in assets on behalf of over 430,000 customers.
At ii, we recognise that investment transfers can be significant. Therefore, you need to understand how your money and assets are protected.
Make your ISA award-winning
We know that transferring your ISA means putting your trust in us. So don’t just take our word for it: we're the Times Money Mentor's Best Stocks & Shares ISA.
And when you transfer, just know that you’ll be taken care of by our top-rated, dedicated support team.
ISA transfer FAQs
Transferring an existing ISA doesn’t affect your annual ISA allowance.
Whether you’re moving a Cash ISA or a Stocks & Shares ISA, you won’t use up any of your £20,000 annual limit. And to make it even better, transferring to ii is free. Existing provider fees may apply.
Yes. It's easy to transfer a Cash ISA to a Stocks & Shares ISA.
If you've made contributions to your Cash ISA within the current tax year (6 April to 5 April the following year), you can choose to move some or all of it.
It’s free to transfer an ISA to ii. However, your existing provider may charge an exit fee when you leave, so check this before you start.
Transfers typically take up to 4 weeks for cash transfers and 6 weeks when transferring investments. Though this can take longer if there are delays from your current provider.
To make it as smooth as possible, we take care of the whole process and keep you up to date with any progress.
Transferring shares into a Stocks & Shares ISA is known as “Bed and ISA”.
We’ll take care of transferring over any shares to your ISA. It means selling and rebuying your shares, but we handle that and you only pay trading fees on the repurchase – not the sale. Read our Bed and ISA guide to find out more.
We can transfer most investments into your ii ISA. In the event that your investments are not available on our platform, you can:
- Sell these investments and transfer as cash
- Convert your assets to another class (if possible)
- Leave these investments with your existing provider
You can search for available investments on the following pages:
There are some golden rules when transferring your ISA:
- Don’t close your current ISA when you want to transfer
- You can’t transfer ISAs to another person
- Check for any closing fees with your current provider
For a more thorough breakdown, be sure to check out this guide about ISA transfer rules.
Yes, you can do a partial ISA transfer as long as both ISA providers support this option.
