How to transfer an existing ISA to a Triodos Stocks & Shares ISA

You can transfer some or all of an existing ISA to a Triodos Stocks & Shares ISA and invest in the Triodos Impact Investment Funds - without losing your tax-free ISA status. Remember, the benefits of ISAs depend on your circumstances and tax rules may change in future.

You can transfer from another provider, or from a Triodos Cash ISA or Innovative Finance ISA. Please check with your existing ISA provider if there are any penalties or charges for transferring out.

You can transfer in just a few simple steps.

  • Open a Triodos Stocks & Shares ISA

    Already have a Triodos Stocks & Shares ISA? Move onto step two.

    If you don’t currently have one, you'll need to apply for a Triodos Stocks & Shares ISA through the Triodos Mobile Banking App before you can make a transfer into it.

  • Complete your transfer form

    Download the transfer form, complete it and return it to the address on the form.

    The form tells us which ISAs you want to move. If you want to transfer more than one ISA to us, please send us a separate form for each ISA you wish to transfer.

    The transfer forms are interactive so you can add your details online. However, we need an original signature, so you'll need to print and sign the form before posting it to us. 

  • We’ll transfer the cash across to your ISA

    We’ll transfer the funds directly between your ISAs and protect your tax-free ISA status.

    Do not move funds out of an ISA yourself, because your money will lose this ISA status.

    We’ll let you know when the transfer is complete. The whole process usually takes 14-30 days.