Home > Savings > Transfer existing accounts

Transfer existing Cash ISA's

Transferring your existing Cash ISA's to Intelligent Finance is effortless. Whether you hold an existing Cash ISA with us, or are opening a new account, our transfer service allows you to consolidate all your previous year's Cash ISA subscriptions and maximise the benefit you get from your Intelligent Finance ISA.

Here's how the process works:

Step 1

Simply call our contact centre to advise that you wish to transfer an existing Cash ISA to Intelligent Finance.

Step 2

We will send you a Letter of Authority. You will need to provide some information such as existing ISA sort code and account number, sign and date the form and send it back in the prepaid envelope provided.

Step 3

We will contact your existing ISA provider to request that they transfer your ISA funds to Intelligent Finance. When we receive the funds we will deposit to your ISA and check that your account is up and running. The transfer should be completed within 30 days of your request.

What to do now:

• If you currently hold an Intelligent Finance ISA and want to transfer existing Cash ISA's to Intelligent Finance simply call our contact centre on 0845 609 4343 ¹ to request a Letter of Authority
• If you don’t already hold an Intelligent Finance Cash ISA you can apply online or by telephone. When you have made your application you can arrange a transfer by calling us on 0845 609 4343 ¹.

Transfer to your direct access savings

Whether you are offsetting against your mortgage or a straightforward saver looking for first class service and a great rate of interest transferring your savings to Intelligent Finance is very easy. When you have opened your direct access savings account you have a range of options to make deposits either online or by giving us a call.

• Set up a regular deposit
• Make deposits from your connected account
• Deposit by debit card – telephone only
• Deposit by cheque.

¹ Calls to 0845 numbers from BT landlines will cost a maximum of 4p per minute, plus a 6p call set-up fee. The price of calls from other telephone companies will vary. The call price is correct at May 2008.

Back to top