# ISA - Help required

**URL:** <https://community.trading212.com/t/isa-help-required/62719>\
**Category:** 🤝 Help\
**Created:** [June 22, 2023, 7:04pm UTC](https://community.trading212.com/t/isa-help-required/62719 "2023-06-22T19:04:24Z")\
**Posts on this page:** 13\
**Page:** 1

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**Author:** ![Octopus](https://avatars.discourse-cdn.com/v4/letter/o/ebca7d/32.png) [@Octopus](https://community.trading212.com/u/Octopus)\
**Post date:** [June 22, 2023, 7:04pm UTC](https://community.trading212.com/t/isa-help-required/62719/1 "2023-06-22T19:04:24Z")

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Need some help regarding Stocks and Shares ISA. So I have a S&S ISA with provider X for a number of years to which I haven’t contributed in the current tax year. I have opened another S&S ISA with provider A in the current financial year and contributing to it. Can I open another Stocks and Shares ISA this year with provider B and transfer all the money from provider X to B?

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**Author:** ![Michael.M](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/michael.m/32/21449_2.png) [@Michael.M](https://community.trading212.com/u/Michael.M)\
**Post date:** [June 23, 2023, 6:28am UTC](https://community.trading212.com/t/isa-help-required/62719/2 "2023-06-23T06:28:31Z")

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Welcome to the Community! 🎉

Yes, you can transfer the funds from provider X to provider B, as these would be contributions from the past tax years.

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**Author:** ![Zrtz](https://avatars.discourse-cdn.com/v4/letter/z/eb9ed0/32.png) [@Zrtz](https://community.trading212.com/u/Zrtz)\
**Post date:** [June 23, 2023, 7:13am UTC](https://community.trading212.com/t/isa-help-required/62719/3 "2023-06-23T07:13:44Z")

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@Octopus You may need to check first those providers on what type of transfer they are willing to accept

E.g - Would they allow in specie transfer or do you need to liquidate your holdings and transfer as cash to buy back your holdings. Also what are the cost implications 🤷‍♂️

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**Author:** ![Octopus](https://avatars.discourse-cdn.com/v4/letter/o/ebca7d/32.png) [@Octopus](https://community.trading212.com/u/Octopus)\
**Post date:** [June 23, 2023, 7:55am UTC](https://community.trading212.com/t/isa-help-required/62719/4 "2023-06-23T07:55:21Z")

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I would like to transfer my ISA from Fidelity International to Trading 212. I already have opened a Stocks and Shares ISA with another provider this year to which I am contributing. The Trading 212 account will be to hold my existing funds from Fidelity. Is that possible? Thanks

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**Author:** ![Octopus](https://avatars.discourse-cdn.com/v4/letter/o/ebca7d/32.png) [@Octopus](https://community.trading212.com/u/Octopus)\
**Post date:** [June 23, 2023, 7:56am UTC](https://community.trading212.com/t/isa-help-required/62719/5 "2023-06-23T07:56:16Z")

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Thanks for your reply.

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**Author:** ![Michael.M](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/michael.m/32/21449_2.png) [@Michael.M](https://community.trading212.com/u/Michael.M)\
**Post date:** [June 23, 2023, 8:05am UTC](https://community.trading212.com/t/isa-help-required/62719/6 "2023-06-23T08:05:54Z")

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Yes, that would be possible. For the time being, we only accept and complete [ISA transfers](https://helpcentre.trading212.com/hc/en-us/articles/360007081097-Can-I-transfer-my-ISA-from-another-bank-or-broker-) in cash.

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**Author:** ![Macro](https://avatars.discourse-cdn.com/v4/letter/m/ba8739/32.png) [@Macro](https://community.trading212.com/u/Macro)\
**Post date:** [June 25, 2023, 5:31pm UTC](https://community.trading212.com/t/isa-help-required/62719/7 "2023-06-25T17:31:44Z")

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Why still no progress with in-specie?

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**Author:** ![B.E](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/b.e/32/12286_2.png) [@B.E](https://community.trading212.com/u/B.E)\
**Post date:** [June 26, 2023, 7:56am UTC](https://community.trading212.com/t/isa-help-required/62719/8 "2023-06-26T07:56:37Z")

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All you need to know is summarized in [this](https://community.trading212.com/t/in-specie-transfer/55769) topic.

In a nutshell: no developments yet. But the feature remains on our To-Do List.

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**Author:** ![JSN](https://avatars.discourse-cdn.com/v4/letter/j/e56c9b/32.png) [@JSN](https://community.trading212.com/u/JSN)\
**Post date:** [January 17, 2024, 10:52am UTC](https://community.trading212.com/t/isa-help-required/62719/9 "2024-01-17T10:52:55Z")

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Got the below mail today. Does that mean inspecie transfer is not available?

* * *

Starting 15.02.2024, you’ll be able to transfer your shares from and to other brokers, paperless and free of charge.

What is a portfolio transfer?  
Portfolio transfers allow you to move your shares from broker to broker without placing any buy or sell orders.

How can I transfer a portfolio?  
Just follow the step-by-step guide in the portfolio transfers section of the app. You can monitor the status of your current transfer from the portfolio transfer dashboard.

What type of transfers will be supported?  
You can submit both incoming and outgoing share transfers for Invest and ISA accounts.  
Invest account: only shares can be transferred.

ISA account: transfers can also include cash.

Can I transfer part of my portfolio?  
Invest account:  
Transfers can be both partial and full.

ISA account:  
If you transfer cash and shares: incoming transfers need to be full for the current tax year but may be partial for previous years. Outgoing transfers must always be in full.

## If you transfer cash: incoming and outgoing transfers need to be full for the current tax year but may be partial for previous years.

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**Author:** ![KrisG](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/krisg/32/23573_2.png) [@KrisG](https://community.trading212.com/u/KrisG)\
**Post date:** [January 17, 2024, 10:56am UTC](https://community.trading212.com/t/isa-help-required/62719/10 "2024-01-17T10:56:46Z")

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Portfolio transfers will become available next month. You can read more about the feature on our [Helpcentre](https://helpcentre.trading212.com/hc/en-us/articles/16105401083805-Portfolio-transfers) and join the community discussion here 🫱 [Portfolio transfers](https://community.trading212.com/t/portfolio-transfers/66091).

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**Author:** ![Alien](https://avatars.discourse-cdn.com/v4/letter/a/57b2e6/32.png) [@Alien](https://community.trading212.com/u/Alien)\
**Post date:** [January 17, 2024, 6:24pm UTC](https://community.trading212.com/t/isa-help-required/62719/11 "2024-01-17T18:24:03Z")

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How could it mean that?!

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**Author:** ![Sabiar](https://avatars.discourse-cdn.com/v4/letter/s/c6cbf5/32.png) [@Sabiar](https://community.trading212.com/u/Sabiar)\
**Post date:** [March 10, 2025, 1:56pm UTC](https://community.trading212.com/t/isa-help-required/62719/12 "2025-03-10T13:56:06Z")

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Hi, help needed. I have transferred my Stocks and Share ISa from Halifax, no problems all went smoothly. My wife who also wishes to do the same, can only get to the Transfer details page, asking the type of Transfer, at this piont she is unable to proceed any further. Any help or suggestions please, have email 212 and chatted but no responses. Thank to all

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**Author:** ![Bogi.H](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/bogi.h/32/23576_2.png) [@Bogi.H](https://community.trading212.com/u/Bogi.H)\
**Post date:** [March 10, 2025, 2:13pm UTC](https://community.trading212.com/t/isa-help-required/62719/13 "2025-03-10T14:13:36Z")

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I’ve just messaged you - please check your inbox 📬
