Transferring into a YBS Loyalty Six ISA

gelato_cat

Has anyone managed to transfer from a non-YBS cash ISA into the YBS Loyalty Six online?

I have completed the online application process and the account is showing in my dashboard, but there's no button that allows me to transfer in, only transfer out.

I would love to avoid having to fill in and send back a paper form if poss...

Frogletina

You need to click onto the Isa options button in the left hand column, not the transfer money button.

I applied for the Isa on Thursday, on Friday I arranged for a transfer in from Virgin money and it arrived on Monday.

AlwaysLearnin

I transferred from Skipton, online. Was pretty impressed with how quick it happened.  Could your issue be browser related perhaps?

gelato_cat

Frogletina said:

You need to click onto the Isa options button in the left hand column, not the transfer money button.

I applied for the Isa on Thursday, on Friday I arranged for a transfer in from Virgin money and it arrived on Monday.

Thanks, that's what I clicked - the option to transfer in wasn't there.  Only the option to transfer out.

gelato_cat

AlwaysLearnin said:

I transferred from Skipton, online. Was pretty impressed with how quick it happened.  Could your issue be browser related perhaps?

Thanks, I will try another browser but that would be strange given the transfer out button is def there...  Did you transfer as part of the application process, or did you transfer after the account was open and showing in online banking?

savit4l8er

I am pretty sure you need to wait until the next day for full options because the account is not fully open.  Somewhere on the main accounts screen it mentions it is available tomorrow (even though the account number is visible), cannot remember the exact words. 

k_man

Frogletina said:

You need to click onto the Isa options button in the left hand column, not the transfer money button.

I applied for the Isa on Thursday, on Friday I arranged for a transfer in from Virgin money and it arrived on Monday.

Out of interest, was this from a Virgin Exclusive Flexi ISA(2)?

And did you have to pick anything special in the transfer request form?
I know there have been problems/delays with some Virgin ISA transfers as Virgin Money is an umbrella for Clydesdale and Yorkshire Bank (not YBS), so some transfer requests have been misdirected.

gelato_cat

savit4l8er said:

I am pretty sure you need to wait until the next day for full options because the account is not fully open.  Somewhere on the main accounts screen it mentions it is available tomorrow (even though the account number is visible), cannot remember the exact words. 

Thanks, I just logged in again to see if there's a message like that, and there isn't, so I will try again tomorrow and see if the button has magically appeared

savit4l8er

Suzey said:

savit4l8er said:

I am pretty sure you need to wait until the next day for full options because the account is not fully open.  Somewhere on the main accounts screen it mentions it is available tomorrow (even though the account number is visible), cannot remember the exact words. 

Thanks, I just logged in again to see if there's a message like that, and there isn't, so I will try again tomorrow and see if the button has magically appeared

No problem, look for ISA options, you will see the transfer YBS button, upon clicking that you will be presented with this.
Just fill it out being careful to select full, partial, current tax year Yes / No etc. as required. 

AlwaysLearnin

Suzey said:

AlwaysLearnin said:

I transferred from Skipton, online. Was pretty impressed with how quick it happened.  Could your issue be browser related perhaps?

Thanks, I will try another browser but that would be strange given the transfer out button is def there...  Did you transfer as part of the application process, or did you transfer after the account was open and showing in online banking?

Yes, part/at the end of the application

gelato_cat

savit4l8er said:

Suzey said:

savit4l8er said:

I am pretty sure you need to wait until the next day for full options because the account is not fully open.  Somewhere on the main accounts screen it mentions it is available tomorrow (even though the account number is visible), cannot remember the exact words. 

Thanks, I just logged in again to see if there's a message like that, and there isn't, so I will try again tomorrow and see if the button has magically appeared

No problem, look for ISA options, you will see the transfer YBS button, upon clicking that you will be presented with this.
Just fill it out being careful to select full, partial, current tax year Yes / No etc. as required. 

Thanks!  I hope I get that button tomorrow.  It will be sweet relief because I just had to fill in another one (different bank) by hand and post it to them.  Definite shades of 2005 right there

I was assured by YBS that the interest would be backdated to the date of opening but I am not sure if that's true, so I'll see what the post-transfer letter says!