To transfer an ISA to us, you will need:
- One of our ISAs. If you don't have one, you can compare our ISAs and open one online.
- The details of the ISA you want to transfer from and the details of your new Lloyds Bank ISA. To transfer from a cash ISA, you'll need the sort code and account number.
- Your national insurance number.
Transfers can easily be done online through our Internet Banking, for Share Dealing you will need to login to your share dealing account.
- Share Dealing ISA
You can transfer to us in 3 easy steps- find out how here.
- Investment ISA
To transfer in to an Investment ISA log on to your new Lloyds Bank Investment ISA by using internet banking. One you are logged onto your account you can complete our transfer form. We will take care of the rest.
- Some Help to Buy: ISA transfers.
You cannot transfer to a Help to Buy: ISA online. See the Help to Buy: ISA transfer information to see your options.
- Innovative finance ISA transfers.
You cannot transfer from an innovative finance ISA online as they don't have a sort code and account number. Please book an appointment at your local branch to transfer from an innovative finance ISA.
Log on to transfer your ISA
Not registered? Register now for Internet Banking.
Once we receive your completed form, we’ll ask your current provider to transfer the money to us. You could be asked to print, sign and post your request to us.
Alternatively, visit your local branch or call us on 0345 300 0000. Lines are open Monday – Friday: 7am – 10pm, Saturday – Sunday: 8am – 6pm.
You’ll need your national insurance number and the account details of your existing ISA, and of your new Lloyds Bank cash ISA if it is already open.