Transferring to a Halifax ISA.

In a nutshell

ISA transfers let you change to a different ISA even if you've already paid into your existing one in this tax year. Otherwise you can only pay into one ISA of it's kind every tax year.

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

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.

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.

You can find out more about how ISA transfers work by having a look at our transfer process PDF.

Please be aware your current ISA provider may change you for the transfer.


Our ISA Promise

When you switch your ISA to us, you won't just be keeping the interest on your savings safe from the taxman - you'll be getting our great ISA Promise.

Our promise to you


More about ISA transfers

If you have any questions about ISA transfers, we have a lot more helpful information.

Read our common enquiries

Why transfer your Investment ISA to us?

  • Protect your ISA allowance by asking us to move your funds for you.
  • It's quick and easy to do online.

How to transfer your ISA

Step 1 - Open an Investment ISA

Open an Investment ISA with us through your Online Banking account.

If you're transferring in from an innovative finance ISA, please contact your local branch.

Step 2 - Fill in a transfer form

When you're applying, just fill in and submit the transfer form, and we'll do all the rest for you.

If you've already got an Investment ISA with us, just sign into your Online Investments account and select 'Transfers' from the menu on the right.

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested. We don't offer advice so if you are in any doubt about making your own investment decisions we recommend you see advice from a suitably qualified financial advisor.

Transfer your ISA using Online Banking

Not registered? Register now for Online Banking.

Alternatively, visit your local branch or cal us on 0345 726 3646. You'll need your National Insurance number and the account details of your existing ISA, and of your new Halifax ISA if it is already open.


More about ISA transfers

If you have any questions about ISA transfers, we have a lot more helpful information.

Read our common enquiries