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  1. Personal
  2. Savings
  3. Cash ISAs
  4. Transferring an existing cash ISA to Triodos
  5. Transferring an existing cash ISA to a new Triodos ISA

Transferring an existing cash ISA to a new Triodos ISA

If you do not already have a Triodos Cash ISA, you will need to apply for one before applying to transfer your existing Cash ISA. Overview of Triodos Cash ISAs.

Transferring to a new Triodos Online Cash ISA

If you'd like to transfer a cash ISA from another provider to a new Triodos Online Cash ISA ; please apply for a Triodos Online Cash ISA online .

 Apply for a Triodos Online Cash ISA  

Once you've successfully applied, please complete the Triodos Cash ISA Transfer Authority Form and post it to us.

Please do not pay anything into to your new Online Cash ISA until we inform you that the transfer-in has been completed.

 

Transferring to a new Triodos Cash ISA

If you'd like to transfer a cash ISA from another provider to a new Triodos Cash ISA ; please either complete the Triodos Cash ISA application form online, or call us for an application pack.

 Apply for a Triodos Cash ISA  

Once you've completed and signed the account application, please complete the Triodos Cash ISA Transfer Authority Form  and post both forms to us.

Please do not pay anything into to your new Cash ISA until we inform you that the transfer-in has been completed.

 

Please note that Triodos Bank only offers a cash ISA. We cannot accept a transfer from a stocks and shares ISA. 

Important information about the Triodos Cash ISA Transfer Authority Form

Please make sure that you complete all sections of the ISA transfer authority form. It is important to pay particular attention to the ISA Transfer section, especially whether you have subscribed to your existing cash ISA in this tax year, and if you are intending to transfer all or part of your cash ISA. A subscription is the amount you have paid into your ISA in any tax year, regardless of withdrawals, not including any interest credited to the ISA.

Please post all completed form(s) (no stamp required) to:

Freepost TRIODOS BANK

When we receive your completed form(s), we will contact your current cash ISA provider to arrange the transfer of your funds. Once we receive your funds we will credit your Triodos Cash ISA or Online Cash ISA and write to tell you that the transfer has been completed.

If you have any questions please call us on 0800 328 2181.

 

 Download a Triodos Cash ISA Transfer Authority Form  Or call us on 0800 328 2181 and we’ll send you one.

How can we help?

See our FAQs or contact the team. We're available to take your call 10:00am-5:00pm on Mondays and 9:00am-5:00pm Tuesday to Friday. Alternatively send us an email.