Transfer your existing Cash ISA(s)
Transferring existing Cash ISA(s) to Intelligent Finance is effortless. Whether you already have a Cash ISA with us, or are opening a new jar, our transfer service allows you to consolidate all your previous years' Cash ISA subscriptions and maximise the benefit you get from your Intelligent Finance Cash ISA.
What to do now:
Step 1:
If you don't already hold an Intelligent Finance Cash ISA you can apply online or by telephone. Once you have your Cash ISA jar number you can arrange a transfer by following the rest of the steps noted below.
If you do currently hold an Intelligent Finance Cash ISA and simply want to transfer existing Cash ISA(s) to Intelligent Finance follow the rest of the steps noted below.
Step 2
Simply download our existing Cash ISA transfer Letter of Authority.
Step 3
Complete the Letter of Authority with all the requested information, including your Intelligent Finance Cash ISA jar number.
If you wish to transfer more than one Cash ISA to Intelligent Finance you will need to fill out one form for every Cash ISA to be transferred.
Step 4
Forward the form directly to your current ISA provider(s), who will then begin the process to transfer your cash ISA(s) to Intelligent Finance.
Additional information
ISA providers should always take steps to treat customers fairly in order to avoid unacceptable delays. Under H M Revenue and Customs guidelines your current ISA provider(s) has 30 days from receipt of your request to transfer your balance to Intelligent Finance. However, the transfer is normally complete in about 2 weeks. When we receive the funds we will deposit to your Cash ISA and check that your account is up and running.
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