You can transfer from your existing stocks and shares or cash ISA into a new Halifax cash ISA. We’ve made it as simple as we possibly can.

Why transfer your ISA to us?

  • Protect your ISA allowance by asking us to move your funds for you.
  • Earn interest from day one, while your funds are being transferred, with our ISA promise (provided the funds are free to move).
  • It’s quick and easy to do online.

How to transfer your ISA

Step 1 – Open a new cash ISA (if you haven’t already got one)

You’ll need to open a Halifax cash ISA to transfer into. If you don’t already have one, view our range of cash ISAs. If you already have an account, skip straight to step 2 below.

If you are transferring from another Help to Buy: ISA, the full funds in that ISA must be transferred into us. Remember you are only allowed to have one Help to Buy: ISA.

If you are transferring from another ISA, the transfer request must be made within 21 days of opening your Help to Buy: ISA account, and can only be used to fund part or all of your initial deposit up to £1,000. Your current year’s subscriptions must be transferred in full as you are only allowed to fund one cash ISA per tax year.

Please note, if you have a fixed cash ISA that has been opened for longer than 60 days then you won't be able to transfer or deposit into that account. Remember, you can only pay into one cash ISA each tax year.

Step 2 – Ask us to transfer your ISA using Online Banking

You’ll need the account details of the existing ISA you’re transferring from.

Simply log into your Online Banking and follow the instructions on the ISA Transfer screen.

Most transfers can be completed online but in some cases you may need to print, sign and post your request to us.

Transfer your ISA using Online Banking

Not registered?  Register now for Online Banking.

If you’re unable to register for Online Banking, you can transfer your ISA using our alternative ISA transfer form. You’ll need your National Insurance number and the account details of your existing ISA and your new Halifax cash ISA.

How long does it take to transfer?

Transferring to Transferring from Transfer time
Halifax Cash ISA Halifax Cash ISA 4 working days
Non-Halifax Cash ISA 15 working days *
Stocks & Shares ISA 30 calendar days *

* These transfer times are based on industry guidelines and may vary. 

Take a look at how the cash ISA transfer process works (PDF)

Halifax ISA Promise

As part of our ISA Promise, we'll pay you interest while your ISA funds are being transferred, provided they are free to move.