How to transfer an existing ISA to the Triodos Innovative Finance ISA
Transfer some or all of an existing ISA to a Triodos Innovative Finance ISA, or between Triodos ISAs, without losing your tax-free ISA status.
Transfers are managed through our crowdfunding platform and typically take 14 business days from Cash ISAs up to 30 working days from Stocks & Shares ISAs or other Innovative Finance ISAs.
- Sign up to our crowdfunding platform
Sign up or login to the Triodos crowdfunding platform and go to ‘Transfer an existing ISA’ under the account menu.
- Complete the ISA declaration
Complete the ISA declaration and agree to the terms and conditions on-screen. You'll also need to enter your National Insurance Number.
- Send us your transfer request form
Complete details of the transfer (such as the type of ISA you are transferring, who from, amount etc). Once complete, a PDF transfer form will be populated. Print, sign and date the form and post it to us.
- We'll arrange the transfer
We will contact your current ISA provider and arrange for the transfer to be made.
- Confirmation email
When the transfer is complete, we will send you an email to let you know. You'll then be able to log back into the crowdfunding platform and use the funds to invest in an IFISA-eligible bond.