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Transferring into a YBS Loyalty Six ISA

gelato_cat
Posts: 2,968 Ambassador


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...
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...
I’m a Forum Ambassador and I support the Forum Team on the Savings & Investments, Small Biz MoneySaving and House Buying, Renting & Selling boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the Report button, or by e-mailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.
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Comments
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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.
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I transferred from Skipton, online. Was pretty impressed with how quick it happened. Could your issue be browser related perhaps?1
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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.I’m a Forum Ambassador and I support the Forum Team on the Savings & Investments, Small Biz MoneySaving and House Buying, Renting & Selling boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the Report button, or by e-mailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.0 -
AlwaysLearnin said:I transferred from Skipton, online. Was pretty impressed with how quick it happened. Could your issue be browser related perhaps?
I’m a Forum Ambassador and I support the Forum Team on the Savings & Investments, Small Biz MoneySaving and House Buying, Renting & Selling boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the Report button, or by e-mailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.0 -
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.Yeah, cheers but nah, I will stick with yes, thank you and no.
Thank you.1 -
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.
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.0 -
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.I’m a Forum Ambassador and I support the Forum Team on the Savings & Investments, Small Biz MoneySaving and House Buying, Renting & Selling boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the Report button, or by e-mailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.0
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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.
Just fill it out being careful to select full, partial, current tax year Yes / No etc. as required.
Yeah, cheers but nah, I will stick with yes, thank you and no.
Thank you.1 -
Suzey said:AlwaysLearnin said:I transferred from Skipton, online. Was pretty impressed with how quick it happened. Could your issue be browser related perhaps?0
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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.
Just fill it out being careful to select full, partial, current tax year Yes / No etc. as required.
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!
I’m a Forum Ambassador and I support the Forum Team on the Savings & Investments, Small Biz MoneySaving and House Buying, Renting & Selling boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the Report button, or by e-mailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.1
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