Why transfer your cash ISA to us?
- Protect your ISA allowance by asking us to move your funds for you.
- Earn interest from the day we get your completed transfer request, even 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
Simply log into 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.
Call us on 0345 726 3646 if you are looking to transfer your existing Help to Buy: ISA to us from another provider. Lines are open Mon-Fri: 7am-10pm, Sat-Sun: 8am-6pm.
You'll need:
- The account details of your Halifax cash ISA that you want to transfer into. If you don't already have one, view our range of cash ISAs.
- The account details of the existing ISA you're transferring from.
- Your National Insurance number.
Transfer using Online Banking
Not registered? Register now for Online Banking. You could also visit your local branch or call us on 0345 726 3646. Lines are open Monday to Sunday 7am-11pm.
You can find out more about how ISA transfers work by having a look at our transfer process (PDF, 360KB) .
Please be aware your current ISA provider may charge you for the transfer.
- What to do if you've taken money out of your existing ISA
- How long does it take?
- Transferring into a Help to Buy: ISA?
- Transferring into a fixed cash ISA?
- Transferring in from an innovative finance ISA or a lifetime ISA?
1. What to do if you've taken money out of your existing ISA
Flexible ISA
Your existing ISA provider will be able to tell you if your ISA is flexible. Flexible ISAs allow you to take money out and put it back in the same tax year without affecting your ISA allowance.
If you're going to transfer from a flexible ISA that you've taken money out of, please note:
- If the money taken out was added to your flexible ISA this tax year, you have until the end of the tax year to put it back without affecting your allowance. You can do this before or after you transfer to us.
- if you took out money that you had added into the flexible ISA in a previous tax year, to put it back in without affecting your allowance you need to do so before you transfer to us.
Other cash ISAs
If your ISA isn't flexible, or you're unsure if it is, please speak to your current ISA provider to understand your options.
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2. How long does it take?