Consolidating 2 ISAs from previous years

Leaseholder49

I have 2 ISAs from previous years, one with Halifax from several years ago and one with Santander from last year.

Is it possible to move both of them at once into the same, new ISA (the bonus periods for both of them have just finished)? And if so, how? Would it be best to speak to branch staff rather than do it online?

Thanks!

Bank_Notes_2

Leaseholder49 wrote: »

I have 2 ISAs from previous years, one with Halifax from several years ago and one with Santander from last year.

Is it possible to move both of them at once into the same, new ISA (the bonus periods for both of them have just finished)? And if so, how? Would it be best to speak to branch staff rather than do it online?

Thanks!

Good evening Leaseholder.

Thank you for you post.

It is possible for you to "Transfer In" your 2 ISA's.
You will have to contact your new ISA provider and ensure that they accept "Transfer In" (you may also like to check that you do not pay any penalties to "Transfer Out" of you existing ISA providers).

I would suggest that you get a "Transfer Form" form your new ISA provider (by phone, branch or internet). Fill it in as best as you can. Then take it (together with any information you have from your present provided) in person to the branch and ask them to check the form. Then submit it.


Do not move your money from an ISA to a bank then to an ISA.
The money has to be transfered form ISA to ISA.