Transfer your existing cash ISA(s)
If you do currently hold an Intelligent Finance cash ISA and simply want to transfer existing cash ISA(s) to Intelligent Finance follow the rest of the steps noted below.
Simply download our existing cash ISA transfer Letter of Authority.
Complete the Letter of Authority with all the requested information, including your Intelligent Finance cash ISA jar number.
If you wish to transfer more than one cash ISA to Intelligent Finance you will need to fill out one form for every cash ISA to be transferred.
Post your completed Letter of Authority to us at:
PO Box 17316
Additional information about the cash ISA transfer process
- Once we have received your completed cash ISA Transfer Letter of Authority, we'll ask your existing provider(s) to close your old account and transfer the money to us.
- We'll pay interest at your new cash ISA rate from the day they close your old account, ensuring you earn interest every day of the transfer process.
- The transfer process should take 15 working days, but if it takes longer, we'll pay you interest at your new cash ISA rate from the 16th working day, as long as your old account was ready to close (i.e. was not subject to a notice period or was a fixed rate that had yet to mature) when we first made the transfer request.
For more information about the new ISA Transfer Guidelines, please visit the BBA Website.