Moving cash into your Share Dealing ISA
If you’d like to transfer money from your Share Dealing Account into your Stocks and Shares ISA then you may be able to do this online.
We can only transfer money into an active ISA. Please note instructions received for ISA’s that are not active will not be completed.
To check if your ISA is active then visit the Valuation Page and check that the Account Status shows as 'Okay to Trade'.
If the status shows as 'Suspended' then this can be re-activated on the 'Fund and Withdraw' screen through Account Management while the ISA portfolio is selected.
If the status shows as 'Closed' or anything other than 'Okay to Trade' or “Suspended” you should contact us for further information.
What tax year your request will apply to
We use the submission date to determine which tax year your request applies to, even if you submit it on a weekend or bank holiday.
Requests submitted on or before the final day of the tax year will be processed for the current tax year.
If you’d prefer your instruction to apply to the next tax year, submit it from the first day of the new tax year (06 April).
If we’re unable to process your request within the tax year submitted, we’ll need to decline it and you can submit it again once the new tax year begins.
Important details at a glance
- Money which is settled (showing as ‘Available to withdraw’), should be transferred to your ISA within 1 working day.
- Money which is unsettled (showing as just ‘Available to invest’) can only be transferred to your ISA once your trade has settled. If you submit this form, we will transfer the money on your trade’s settlement day and we will endeavour to make it available in your ISA within 1 working day.
- If your available headroom is less than the amount you have asked to transfer, we will only transfer the maximum allowed.