Transferring an existing cash ISA to Triodos

ISAs can be transferred from one provider to another at any time. Some providers may make a charge for transferring an ISA out to a new provider and some ISA providers may not accept transfers in. You can transfer a cash ISA to another cash ISA, or to a stocks and shares ISA. However you can only transfer a stocks and shares ISA to another stocks and shares ISA.

Triodos Bank only offers a cash ISA, so we cannot accept a transfer from a stocks and shares ISA.

If you would like to transfer an existing cash ISA to Triodos from another bank or building society, you'll need to complete a Triodos Cash ISA Transfer Authority Form.

Your ISA must be transferred directly between your current provider and us; it's not possible to make the transfer yourself. Once funds are withdrawn from the ISA, they are no longer classed as ISA funds. So once we've received your completed ISA Transfer Authority Form, we'll deal directly with your existing ISA provider and sort the transfer for you.

There are several options for transferring an ISA:

1. Total transfer of your existing ISA - close the ISA and transfer all the balance, including the interest
2. Partial transfer of your existing ISA -
   a) transfer the current year's subscriptions plus interest only
   b) transfer the current year's subscriptions plus part of the previous years' subscriptions
   c) transfer part of the previous years' subscriptions only
   d) transfer all of the previous years' subscriptions only