The website refers to an ISA transfer authority form, but I can’t find that form anywhere. Any ideas anyone?

I would also like to know :slight_smile: How do I transfer money into the 212 ISA from an existing cash isa?

Hey guys :wave:, Sure thing - here you go. :v:

Does anyone know how to obtain the transfer authority form - I can not find it on the website anywhere. The page in Tony’s link talks about the form but there is no form, nor any link to a form, on that page.

We’ll add it in the link above. In the meantime, I’ll ask our team to send you the form via email - check your DMs.

I’ve filled out an ISA transfer form to transfer in to T212 for this Tax year. I’m just missing a T212 ISA account number. Should I open the T212 ISA to get the number and just not pay into it until it’s transferred ? I intended a T212 ISA from the outset this tax year but with everything going on …

@Rishi I’ll send you a DM with the requested information. :v:

Hi @Tony.V , I’m in a similar situation as @Rishi . Please correct me if I’m wrong, but from what I’ve gathered so far, it is OK to open an ISA as long as you do not add funds to it (the jargon seems to be to “subscribe” which threw me off at first as I thought it meant “opening an account”). So I wen…

@Balint Our team will reach you in a moment. :mailbox_with_mail:

Hi Tony, @Tony.V I made a couple of mistakes. 1) didn’t cancel my monthly subscription with my current ISA provider so have paid in £100 this ISA year. And 2) opened another ISA with £1k. Bottom line, I want Trading 212 to be my ISA of choice and have opened an account. However, will need to trans…

@Matt123 In theory, we can migrate your accounts, and you’ll have to submit 2 separate transfer in forms. Nonetheless, before starting the whole process, I’d recommend you to reach out HMRC , and to explain them the case. They need to be informed in advance if you wish to avoid any further inconveni…

ISA transfers-in

🤝 Help

Tony.V May 11, 2020, 1:32pm 15

@Matt123 Sure thing - reach us out at isa@trading212.com, and we’ll take care of the matter.

Transferring an ISA from the current tax year

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