By transferring the ISAs you have with other providers to Triodos, you can trust that your money is doing good for society and the planet. If you transfer in before the end of November, you’ll receive a £50 Ethical Superstore voucher. Terms and conditions apply – see below for details.
Yes. You can transfer an existing cash ISA to your Triodos cash ISA. If you don't already have a Triodos cash ISA, you will need to open one first. Explore our range of ethical ISAs to find the right one for you, then apply via the Triodos Mobile Banking App.
To request the transfer, you’ll need to download and complete the relevant form below. The forms are interactive so you can fill out your details online, but you’ll need to print the form and sign it using a pen.
Then simply return it to ‘Freepost TRIODOS BANK’ and we’ll transfer your money directly between your ISAs and protect your tax-free ISA status. Do not move your money out of an ISA yourself, because your money will lose this ISA status.
The transfer process usually takes between 14-30 days. We’ll write to you when the transfer is complete.
If you are transferring to a new Fixed Rate ISA, please note that it can take up to 30 days to complete a transfer. We must receive your money from your existing provider within 60 days of the Fixed Rate ISA account opening date, so please make sure you start the transfer process as soon as possible.
Yes, you can transfer other cash ISAs into a Triodos Fixed Rate Cash ISA. You can transfer previous and current years subscriptions held in another cash ISA. Transfers must be complete and your money received into your Triodos Fixed Rate Cash ISA within 60 days from account opening.
If you arrange a transfer between ISAs by completing a transfer form, your tax-free ISA status will remain protected and the transfer will not affect your ISA allowance for the current tax year.
Don’t withdraw the money out of an ISA yourself or move it to a personal bank account. If you do this, your money will lose its ISA status. This means that you can’t reinstate it and you’ll permanently lose that portion of your ISA allowance. If you choose to re-add money that you’ve withdrawn from an ISA, you’ll use up a portion of an ISA allowance, unless you have a flexible ISA.
Transferring existing investments or ISAs from another provider usually takes between 14-30 days, but it can take longer than this. Delays can be caused if there’s an issue with the application form or the existing ISA provider doesn’t have your up-to-date information. It will also take longer if there’s a notice period on the account.
To make sure your transfer goes as smoothly as possible, we would recommend checking with your existing provider that all your information (for example, contact details and address) is up-to-date and that you don’t owe any outstanding fees. Also make sure that you’ve completed the transfer form correctly and signed it using a pen (rather than electronically).
You’ll also need to make sure that your information with Triodos is correct and that you’ve already applied to open the account you wish to transfer into. If you don’t, you can open an account via the Triodos Mobile App.
Yes, it is possible to transfer between ISAs of different types. You can either transfer an existing Triodos ISA into an ISA of a different type (for example, a Triodos Cash ISA into a Triodos Stocks and Shares ISA) or transfer an ISA from another provider into a Triodos ISA of a different type.
Be aware, if transferring from a Stocks and Shares ISA, your investments will be sold. The transfer process usually takes between 14-30 days. We’ll write to you when the transfer is complete.
If you don't already have the Triodos ISA you wish to transfer into, you will need to open one first. You can do this via the Triodos Mobile Banking App.
To request the transfer, you’ll need to download and complete the relevant form below. The forms are interactive so you can fill out your details online, but you’ll need to print the form and sign it using a pen.
Then simply return it to ‘Freepost TRIODOS BANK’ and we’ll transfer your money directly between your ISAs and protect your tax-free ISA status. Do not move your money out of an ISA yourself, because your money will lose this ISA status.
Stocks and Shares ISA transfer forms
•Transfer from another provider to a Triodos Stocks & Shares ISA
•Transfer from another Triodos ISA to a Triodos Stocks & Shares ISA
Cash ISA transfer forms
•Transfer an ISA from another provider to a Triodos cash ISA
•Cash ISA account type change request form
You can transfer all or part of an ISA from one type to another or between providers by indicating how much you would like to transfer on the relevant transfer form.
You can select whether you want to transfer:
If you are transferring part of a Stocks and Shares ISA, and your subscriptions are invested in more than one share class, please specify the name of the share class(es) from which you would like to sell the shares.
There is no charge to move an account from another provider to Triodos, but you should check with your current provider whether there are exit fees or loss of benefits by transferring.
You should also read the Important Documents for the Triodos accounts you wish to transfer to, to learn about any associated costs or fees. You can find these on the relevant product pages on our website via the links below:
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