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Transfer your ISA to Triodos Bank

Start saving tax free and ethically with a Triodos cash ISA

If you hold a cash or stocks and shares ISA with another provider and want to move some or all of it to us, you can take advantage of the ISA transfer process.

Your ISA must be transferred directly between your current provider and us; it's not possible to make the ISA transfer yourself. If you withdraw funds from the ISA, they will no longer be classed as ISA subscriptions and so lose their current tax free status.

All you need to do is:

Apply for one of our ethical cash ISAs then complete and return an ISA Transfer authority form from another provider to a Triodos cash ISA. Download here or call us on 0800 328 2181 and we’ll send you one.

If you already hold a cash ISA with Triodos Bank and would prefer to transfer the ISA into it, complete the same transfer form and include the account information of the cash ISA held with Triodos Bank that you want to transfer the funds to.

Prefer to transfer your ISA to a Triodos Ethical Stocks & Shares ISA?

If you want to transfer your cash or stocks and shares ISA from another provider to a Triodos Ethical Stocks & Shares ISA you must follow the instructions below:

If you don’t already have one, you will first need to apply for an Ethical Stocks and Shares ISA account. The transfer itself must be carried out directly between your current provider and us; it's not possible to make the ISA transfer yourself. In order to request the transfer you simply need to complete and return an ISA transfer authority form from another provider to a Triodos Ethical Stocks and Shares ISA. Download here or call us on 0800 328 2181 and we’ll send you one.

As the transferred subscriptions will be used to purchase your choice of shares in the SRI funds, the 3% initial charge* and £1,000 minimum initial investment or £500 minimum top up rules apply.

When we receive your completed form we will contact your current ISA provider to arrange the transfer of your existing ISA. Once we receive your funds we will credit your Triodos ISA and write to tell you that the transfer has been completed.  

*Initial charge reduced from 3% to 1.5% until 30 December 2016.

For information on ISA transfers between existing Triodos cash and/or existing Triodos Ethical Stocks and Shares ISAs please go to the existing ISA customer pages:

What you can do if you are an existing cash ISA customer at Triodos Bank

Existing Ethical Stocks and Shares ISA account holders

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