How to transfer an ISA to a Triodos ISA
If you already have an ISA with another provider, you can transfer some or all of it to a Triodos ISA, without losing your tax-free ISA status.
You can also transfer all or part of your existing Triodos Cash ISA or Stocks and Shares ISA to a different Triodos ISA.
To transfer to our Innovative Finance ISA, please see our separate how-to guide.
- Open a Triodos ethical ISA
Already have a Triodos ISA? Move onto step two.
You can make a transfer once your Triodos ethical ISA is open, so if you don’t have a Triodos ISA yet, explore our range of ethical ISAs now to find the right one for you.
- Complete your transfer form
Download the right form below, fill it out and post it to us at:
Freepost TRIODOS BANK
The form tells us which ISA/s you want to move. If you want to transfer more than one, please send us a separate form for each ISA transfer.
- We’ll transfer the funds for you
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.