Transfer an ISA

If you have an ISA (Individual Savings Account), or multiple ISAs from different providers (companies), we can transfer them over to your Beach easy access pot. Allowing you to manage all your savings in one place.

It’s only a few details and we’ll handle the whole ISA transfer process.

To transfer an ISA, navigate to ‘Settings’ within the app (top left of the app), and then tap ‘Transfer an ISA to Beach’, and follow the simple steps to confirm your transfer. You’ll need the name of your existing provider, and your policy or reference number (which should be on any documents you have.)

We’ll handle the rest, and your money will turn up in your account within a few weeks (although it can take longer depending on the provider you are transferring from.)

ISAs you can transfer

• Stocks and Shares ISA (can also be called an investment ISA)
• Cash ISA

Note: We won't charge a fee. However, your current provider may charge a fee. They should let you know.