Santander Transfer In

LeafGreen

I opened the 3% 1yr fixed rate ISA on Tuesday.  The bank I'm transferring from did not appear in the drop-down list of options so I printed off the paper transfer form and sent that off.  Got an e-mail from current bank today saying the transfer has been requested from them and is going through, so it has been picked up very quickly.

CompulsiveSaver

OK, at the risk of appearing daft...

I have done the Santander ISA Application and selected the option stating I wanted to do a partial transfer in from another provider. At the end of the application there was no form to complete to provide the details?  After a little searching, I found a .PDF that I could complete with all the details (Awesome...) but I can only seem to find a postal address?

Is there anywhere I can upload it?  I tried to ask their digital assistant, but as usual, it was unhelpful as like most things it tells me to "look on the website" as if there is only one place on the website I would find this...

For the last few years I have been transferring ISAs from the building societies and smaller banks, and other than a few requiring a wet signature (so just a time delay), they have all been easy.

Now my new ISA is sitting there empty. 

AlwaysLearnin

CompulsiveSaver said:

OK, at the risk of appearing daft...

I have done the Santander ISA Application and selected the option stating I wanted to do a partial transfer in from another provider. At the end of the application there was no form to complete to provide the details?  After a little searching, I found a .PDF that I could complete with all the details (Awesome...) but I can only seem to find a postal address?

Is there anywhere I can upload it?  I tried to ask their digital assistant, but as usual, it was unhelpful as like most things it tells me to "look on the website" as if there is only one place on the website I would find this...

For the last few years I have been transferring ISAs from the building societies and smaller banks, and other than a few requiring a wet signature (so just a time delay), they have all been easy.

Now my new ISA is sitting there empty. 

Have you tried the links for the online form on the previous page?

A bit of a quirk I came across yesterday is that the 'Transfer' option button didn't appear when I was logged on for some reason, but did show when logged off...

CompulsiveSaver

AlwaysLearnin said:

CompulsiveSaver said:

OK, at the risk of appearing daft...

I have done the Santander ISA Application and selected the option stating I wanted to do a partial transfer in from another provider. At the end of the application there was no form to complete to provide the details?  After a little searching, I found a .PDF that I could complete with all the details (Awesome...) but I can only seem to find a postal address?

Is there anywhere I can upload it?  I tried to ask their digital assistant, but as usual, it was unhelpful as like most things it tells me to "look on the website" as if there is only one place on the website I would find this...

For the last few years I have been transferring ISAs from the building societies and smaller banks, and other than a few requiring a wet signature (so just a time delay), they have all been easy.

Now my new ISA is sitting there empty. 

Have you tried the links for the online form on the previous page?

A bit of a quirk I came across yesterday is that the 'Transfer' option button didn't appear when I was logged on for some reason, but did show when logged off...

Thanks for the reply,
I did look through the "Payments and Transfers" tab at the top of the account page, but nothing there relevant. Other than that, I couldn't see anything relevant, other than "pull my money from another account" which is not the action I need, as it is a one-off transfer.

I can't see anything that said "upload the form" or similar, from a bank the size of Santander I would expect the ISA account page to have a box marked "transfer-in", I am probably have a dense day, but large banks should be the easiest, not search for a basic function of the account.

AlwaysLearnin

The online option is via the "Transfer ISA in" button in this link (logged off):

https://www.santander.co.uk/personal/savings-and-investments/isas/eisa

ETA, it's an online form, not the facility to upload a paper form

CompulsiveSaver

AlwaysLearnin said:

The online option is via the "Transfer ISA in" button in this link (logged off):

https://www.santander.co.uk/personal/savings-and-investments/isas/eisa

ETA, it's an online form, not the facility to upload a paper form

Thanks, that looks promising, I will try that instead. I am sure the bright sparks will notice I have an ISA that I just opened, and it has a zero balance.

I completed the form, so we will see if it works. 

Thank you.

rallycurve

AlwaysLearnin said:

The online option is via the "Transfer ISA in" button in this link (logged off):

https://www.santander.co.uk/personal/savings-and-investments/isas/eisa

ETA, it's an online form, not the facility to upload a paper form

I notice their list of ISA providers for online transfers does not include Cynergy Bank but it has Bank of Cyprus (previous name of Cynergy). I am sure Cynergy allows electronic ISA transfers and I wonder if this is just an outdated list?

refluxer

rallycurve said:

I notice their list of ISA providers for online transfers does not include Cynergy Bank but it has Bank of Cyprus (previous name of Cynergy). I am sure Cynergy allows electronic ISA transfers and I wonder if this is just an outdated list?

Yes - Cynergy themselves only accept transfers from ISA providers who use the BACs online ISA transfer service, so they must be part of the service and therefore I can't imagine it would be an issue. 

https://www.cynergybank.co.uk/personal-savings/cash-isa-fixed-variable-rate/cash-isa-transfers/

AlwaysLearnin

Richchad said:

I have just opened the Santander eISA variable rate and had email accepting my application and as I have a current account is with Santander it was opened immediately.

Then I found on their website an option to complete a form to transfer in ISAs from other providers which I completed online and submitted it, I did this twice as I had two ISAs I need to transfer.

However after submitting the online details, nothing, no email aknowledgement thanking me for the transfers...?

I have since also seen Santander ISA transfer forms you can complete online and then download to sign and post to Santander.

So do I wait to see if anything happens or try completing and posting the other forms?

The downside with Santander is they have no message or chat options to contact them.

Has anyone used either of these methods to transfer in ISAs to Santander?

Just to let you know, I completed the Santander online transfer form on Tuesday afternoon, and my current provider messaged me a little while ago to say they had received a transfer request.

Richchad

AlwaysLearnin said:

Just to let you know, I completed the Santander online transfer form on Tuesday afternoon, and my current provider messaged me a little while ago to say they had received a transfer request.

Thanks, just what I wanted to hear, did you get anything from Santander when you submitted the online transfer?