How can I transfer to the Simple Crowdfunding ISA?

The transfer process is simple.  To transfer to the Simple Crowdfunding ISA, 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.  Y
ou  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 further questions about the process, then please contact the team.


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