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.
You will need to provide your
National Insurance Number (and existing ISA manager details if you are transferring
Our team will request the transfer from your
existing ISA provider as soon as the request is completed and keep you informed
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