I have a Cash ISA with another provider that was last filled last financial year. Now more comfortable using S&S ISA’s so want to do a partial transfer into IE. Previously moved Cash into my General Cash area and moved that into my portfolios. Can you confirm, now I Transfer ISA into my CASH S&S account (currently empty) and move into my portfolios from there.
Hello @satyb!
You are more than welcome to transfer an ISA to us. We are really thankful for your trust.
Please be aware that, currently, we can support partial transfers of past tax years ISAs in cash. For in-species transfers of previous tax years ISAs, they must be transferred in full.
We are aiming to deliver partial in-species transfers of previous years ISAs very soon.
If you are transferring this year’s ISA, you must transfer it in full. We do not support partial transfers of the current tax year’s ISA.
In order, to check the rest of the details of your question regarding your account. Kindly, get in touch with us, to: support@investengine.com
Thank you for your time!