TRANSFER TO A HALIFAX ISA.

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 ISA to us?

  • Protect your ISA allowance by asking us to move your funds for you.
  • Earn interest on a cash ISA from day one, 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.

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 seek advice from a suitably qualified financial adviser.

Transfer your ISA using Online Banking

Not registered?  Register now for Online Banking.

Alternatively, visit your local branch or call 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 cash ISA if it is already open.


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 *
Innovative finance ISA 30 calendar days*
Lifetime ISA 30 calendar days*
Halifax Investment ISA Halifax Cash ISA 2-3 weeks *
Non-Halifax Cash ISA 2-3 weeks *
Stocks & Shares ISA 2-3 weeks *
Innovative finance ISA 30 calendar days*
Lifetime 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 interest on your cash ISA while your ISA funds are being transferred, provided they are free to move.