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Natwest HTB ISA - best method to close account

claneyuk
claneyuk Posts: 19 Forumite
10 Posts
edited 15 May 2021 at 6:15PM in Savings & investments
I now need to close my HTB ISA and get a closing statement.
There appears to be many ways to do this. I was going to try online but don't appear to have option to close my HTB ISA on there even following Natwest's instructions or using their bot.
What have people found the best and most reliable way to close their Natwest HTB ISA? Thanks in advance

Comments

  • george4064
    george4064 Posts: 2,920 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper

    From: https://personal.natwest.com/personal/savings/existing-customers/help-to-buy-ISA-customers.html#additional-information 


    When you're ready to buy your first home, you must ask to close your Help to Buy: ISA. If you're registered for Online, Mobile or Telephone Banking you can close your Help to Buy: ISA in the following ways:

    Online Banking

    • Log in to Online Banking, and select the Help to Buy : ISA 'Account summary' page.
    • Click on 'View account details' at the end of the mini statement for that account.
    • Select 'Need to close your savings account?', complete the form and select 'Submit'  You'll need to give the details of which of your NatWest accounts you'd like to transfer the balance to below.
    • You can also log into Online Banking and start a chat with Cora by clicking on the "Need help" icon, then "chat now" and typing "I want to close my Help to Buy ISA".

     

    Mobile App

    • Log into your Mobile App.
    • Tap on the "Help" button.
    • Tap "Message us" to start a secure chat.
    • Type "I want to close my Help to Buy ISA".

     

    Telephone Banking  

    • Call us on 03457 888 444 from the UK or 0345 030 3605 if you're overseas. To close your Help to Buy: ISA over the phone, you need to have other products with us. 
       

    If you aren't registered for Online, Mobile or Telephone Banking and need to close your Help to Buy: ISA you can:

    Visit your local NatWest branch

    • Take along your Debit Card, Pin and proof of ID with you. If you haven't got a Debit card relating to your savings account, please bring an up to date form of identification. You'll find a list of the forms of ID we can accept here
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