How can I transfer my existing ISA to Simple Crowdfunding?

It is easy and free to transfer an existing ISA to Simple Crowdfunding.  To start an ISA transfer, access the transfer screens from your portfolio (ISA Investments Tab) or through the drop down menu clicking on the below:  

  • Go to 'My Account' (top right hand of the screen)
  • Click on 'IF ISA'
  • Click on 'New Transfer'  

Follow the simple step by step instructions that guide you through the form.  You  will need to provide your National Insurance Number (and existing ISA manager details if you are transferring an account).

Our team will request the transfer from your existing ISA provider as soon as the request is completed and keep you informed of progress.   If you have any questions, please get in touch with the team.

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