ISA transfers — how to get started?

Help & FAQs ISAs
1

If you’re new to InvestEngine, the best place to start is our ISA Transfer page: Make the most of your ISA — transfer to InvestEngine

You’ll need to complete the following steps:

  1. Click ‘Get Started’ to sign up to InvestEngine
  2. Once signed up, click ‘Add portfolio’ and choose between our DIY or Managed portfolios
  3. Select your account type — in this case ‘ISA’
  4. Choose whether you want to ‘Open a new ISA’ or ‘Transfer an ISA’
  5. Build your portfolio then complete our online form

If you’re an existing InvestEngine client simply complete our ISA transfer form and we’ll handle all the admin with your existing provider on your behalf!