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Transfer to a Halifax ISA
You can use the app to transfer your ISA to Halifax
- Have an eligible ISA to transfer funds to.
- Launch the app.
- Open the Account Overview by tapping the three dots next to your ISA.
- In the Pay in and Out section, tap Transfer ISA to us.
- Fill in the transfer form.
Get set up online
Let’s take a closer look
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Flexible ISA
Your existing ISA provider will be able to tell you if your ISA is flexible. Flexible ISAs allow you to take out money and put it back in the same tax year without affecting your ISA allowance.
If you're going to transfer from a flexible ISA that you've taken money out of, please note:
- If the money taken out was added to your flexible ISA this tax year, you have until the end of the tax year to put it back without affecting your allowance. You can do this before or after you transfer to us.
- This changes if you took out money that you had added into the flexible ISA in a previous tax year. To put it back in without affecting your allowance, you need to do so before you transfer to us.
Other cash ISAs
If your ISA isn't flexible, or you're unsure if it is, please speak to your current ISA provider to understand your options.
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- You can transfer to us if you have a Help to Buy: ISA with another bank or building society. Your Help to Buy: ISA must be transferred to us in full. Remember you are only allowed to have one Help to Buy: ISA.
- If you're transferring from another Help to Buy: ISA, the full funds in that ISA must be transferred to us. Remember, you are only allowed to have one Help to Buy; ISA.
- Call us for more information about how to transfer your existing Help to Buy: ISA to Halifax.
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Yes, as long as the account has been open for less than 60 days.
If the account has been open for longer than 60 days, you won't be able to transfer or pay money into it.
If you haven't put money into it this tax year, you can open a new fixed cash ISA to transfer into, though.
You'll need to wait until next tax year to open another fixed cash ISA if you have already paid into one this tax year with us.
If you have an easy access cash ISA, you can renew it into another easy access ISA or an ISA Saver Fixed by signing in to Online Banking.
Simply choose the account you want to renew and select the ‘Renew Account’ option.
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Please contact your local branch.
How long does an ISA transfer take?
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Transferring to
Transferring from
Transfer time
Transferring to
Halifax Cash ISA
Transferring from
Halifax Cash ISA
Transfer time
7 working days
Transferring to
Halifax Cash ISA
Transferring from
Non-Halifax Cash ISA
Transfer time
15 working days*
Transferring to
Halifax Cash ISA
Transferring from
Stocks & Shares ISA
Transfer time
30 calendar days*
Transferring to
Halifax Cash ISA
Transferring from
Innovative finance ISA
Transfer time
30 calendar days*
Transferring to
Halifax Cash ISA
Transferring from
Lifetime ISA
Transfer time
30 calendar days*
* These transfer times are based on industry guidelines and may vary.
Your transfer may be delayed because your existing ISA has a notice period or restriction. Your current provider will let us know when it will be free to move to us, and we'll pay interest from that date.
-
Transferring to
Transferring from
Transfer time
Transferring to
Halifax Investment ISA
Transferring from
Halifax Cash ISA
Transfer time
4-6 weeks*
Transferring to
Halifax Investment ISA
Transferring from
Non-Halifax Cash ISA
Transfer time
4-6 weeks*
Transferring to
Halifax Investment ISA
Transferring from
Stocks & Shares ISA
Transfer time
4-6 weeks* **
Transferring to
Halifax Investment ISA
Transferring from
Innovative finance ISA
Transfer time
30 calendar days*
Transferring to
Halifax Investment ISA
Transferring from
Lifetime ISA
Transfer time
30 calendar days*
* These transfer times are based on industry guidelines and may vary.
** If your account contains funds or international shares, this usually takes 6-8 weeks.Your transfer may be delayed because your existing ISA has a notice period or restriction. Your current provider will let us know when it will be free to move to us, and we'll pay interest from that date.
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