ybs loyalty six access isa postal/branch

gelato_cat

Shedman said:

Kazza242 said:

Aidanmc said:

Can anyone who has opened YBS Loyalty six access postal/branch version tell me.

Does the account appear on online banking after opening?

Can i request ISA transfer in online?

Yes, the YBS Loyalty Six Access ISA issue 3 (postal/branch version) does appear on online banking.  Though you may have to wait until the next day before the account is fully operational on online banking.

Yes, you can request an ISA transfer in via online banking.  You click on the ISA you want YBS to transfer into.  

Under 'Manage' on the left hand side, click on 'ISA Options'  and then select 'Transfer in' (if the ISA is held with an external provider) or select 'Transfer YBS' if you want to request a transfer from another YBS ISA to your new YBS ISA.  

Then follow the on-screen instructions.  

And just to confirm the online transfers work as we did partial transfers from our Issue 2 ISA's this morning and both amounts showed up in the new ISAs within 10 mins rather than the up to 5 working days that comes up on the confirmation (need to log out and log back in though). 

No idea why they make you jump through hoops to open Issue 3 in branch or post when, once its opened, you can transact perfectly well online....maybe to stop too many applications?

I have done the same thing - transferred £20k from my e-ISA into the Issue 3.

I am not planning to touch the money and def not make 6+ withdrawals BUT do you know if this transfer counts as one of the transfers?  I have re-read the T&Cs and can't see anything to confirm either way.

Expotter

Kazza242 said:

Aidanmc said:

Anyone who has a YBS loyalty six access isa postal/branch version, how did you apply for the application?

I don't have any branch near me at all.

I already have e-isa version

I have both YBS Loyalty Six Access ISAs (online and postal/branch version).

If you have access to a printer, then you can download and print off the application form from the YBS website here: 

https://www.ybs.co.uk/documents/productdata/Application-YB891684B.pdf

Does anyone know the address where to send this application? I can't find it anywhere, or do I have to take it to a branch?

Kazza242

Expotter said:

Kazza242 said:

Aidanmc said:

Anyone who has a YBS loyalty six access isa postal/branch version, how did you apply for the application?

I don't have any branch near me at all.

I already have e-isa version

I have both YBS Loyalty Six Access ISAs (online and postal/branch version).

If you have access to a printer, then you can download and print off the application form from the YBS website here: 

https://www.ybs.co.uk/documents/productdata/Application-YB891684B.pdf

Does anyone know the address where to send this application? I can't find it anywhere, or do I have to take it to a branch?

You can send your application for the YBS branch/postal Loyalty Six Access ISA to the YBS branch nearest to you (or any branch).  They will process it for you.

Shedman

Suzey said:

Shedman said:

Kazza242 said:

Aidanmc said:

Can anyone who has opened YBS Loyalty six access postal/branch version tell me.

Does the account appear on online banking after opening?

Can i request ISA transfer in online?

Yes, the YBS Loyalty Six Access ISA issue 3 (postal/branch version) does appear on online banking.  Though you may have to wait until the next day before the account is fully operational on online banking.

Yes, you can request an ISA transfer in via online banking.  You click on the ISA you want YBS to transfer into.  

Under 'Manage' on the left hand side, click on 'ISA Options'  and then select 'Transfer in' (if the ISA is held with an external provider) or select 'Transfer YBS' if you want to request a transfer from another YBS ISA to your new YBS ISA.  

Then follow the on-screen instructions.  

And just to confirm the online transfers work as we did partial transfers from our Issue 2 ISA's this morning and both amounts showed up in the new ISAs within 10 mins rather than the up to 5 working days that comes up on the confirmation (need to log out and log back in though). 

No idea why they make you jump through hoops to open Issue 3 in branch or post when, once its opened, you can transact perfectly well online....maybe to stop too many applications?

I have done the same thing - transferred £20k from my e-ISA into the Issue 3.

I am not planning to touch the money and def not make 6+ withdrawals BUT do you know if this transfer counts as one of the transfers?  I have re-read the T&Cs and can't see anything to confirm either way.

No idea (and nothing in the confirmation letters that arrived today helps to clarify this) so, to be on the safe side, I am assuming it does use on the 6 withdrawals. (I couldn't be bothered to enquire further as, like you, I don't expect to need all of them anyway)

Kazza242

Suzey said:

Shedman said:

Kazza242 said:

Aidanmc said:

Can anyone who has opened YBS Loyalty six access postal/branch version tell me.

Does the account appear on online banking after opening?

Can i request ISA transfer in online?

Yes, the YBS Loyalty Six Access ISA issue 3 (postal/branch version) does appear on online banking.  Though you may have to wait until the next day before the account is fully operational on online banking.

Yes, you can request an ISA transfer in via online banking.  You click on the ISA you want YBS to transfer into.  

Under 'Manage' on the left hand side, click on 'ISA Options'  and then select 'Transfer in' (if the ISA is held with an external provider) or select 'Transfer YBS' if you want to request a transfer from another YBS ISA to your new YBS ISA.  

Then follow the on-screen instructions.  

And just to confirm the online transfers work as we did partial transfers from our Issue 2 ISA's this morning and both amounts showed up in the new ISAs within 10 mins rather than the up to 5 working days that comes up on the confirmation (need to log out and log back in though). 

No idea why they make you jump through hoops to open Issue 3 in branch or post when, once its opened, you can transact perfectly well online....maybe to stop too many applications?

I have done the same thing - transferred £20k from my e-ISA into the Issue 3.

I am not planning to touch the money and def not make 6+ withdrawals BUT do you know if this transfer counts as one of the transfers?  I have re-read the T&Cs and can't see anything to confirm either way.

I had a look at this via YBS online banking  (I hope you don't mind me answering - I know that you didn't address your question to me).

1. If you login to YBS online (via your browser). 

2. Click on the ISA that you want to check (click 'View').  

3. Under Activity, click on 'Transfer Money'.

4. Under One-off transfer, click on 'Make a transfer'.

5. Next to [ i ] for information near the top of the window, it displays:

- The number of withdrawals permitted for your account per account year

- The number of withdrawal days that you have available [remaining] until x date
(This is the date that your account year ends.  The number of withdrawals available then resets after this date).

You can then check whether your earlier ISA transfer has used up one your available withdrawal days.  
It will display:
"You have x withdrawal days available until dd mmm yyyy."

6. Click on 'My Accounts or 'Cancel' to exit out of the the transfer money screen.

gelato_cat

Kazza242 said:

Suzey said:

Shedman said:

Kazza242 said:

Aidanmc said:

Can anyone who has opened YBS Loyalty six access postal/branch version tell me.

Does the account appear on online banking after opening?

Can i request ISA transfer in online?

Yes, the YBS Loyalty Six Access ISA issue 3 (postal/branch version) does appear on online banking.  Though you may have to wait until the next day before the account is fully operational on online banking.

Yes, you can request an ISA transfer in via online banking.  You click on the ISA you want YBS to transfer into.  

Under 'Manage' on the left hand side, click on 'ISA Options'  and then select 'Transfer in' (if the ISA is held with an external provider) or select 'Transfer YBS' if you want to request a transfer from another YBS ISA to your new YBS ISA.  

Then follow the on-screen instructions.  

And just to confirm the online transfers work as we did partial transfers from our Issue 2 ISA's this morning and both amounts showed up in the new ISAs within 10 mins rather than the up to 5 working days that comes up on the confirmation (need to log out and log back in though). 

No idea why they make you jump through hoops to open Issue 3 in branch or post when, once its opened, you can transact perfectly well online....maybe to stop too many applications?

I have done the same thing - transferred £20k from my e-ISA into the Issue 3.

I am not planning to touch the money and def not make 6+ withdrawals BUT do you know if this transfer counts as one of the transfers?  I have re-read the T&Cs and can't see anything to confirm either way.

I had a look at this via YBS online banking  (I hope you don't mind me answering - I know that you didn't address your question to me).

1. If you login to YBS online (via your browser). 

2. Click on the ISA that you want to check (click 'View').  

3. Under Activity, click on 'Transfer Money'.

4. Under One-off transfer, click on 'Make a transfer'.

5. Next to [ i ] for information near the top of the window, it displays:

- The number of withdrawals permitted for your account per account year

- The number of withdrawal days that you have available [remaining] until x date
(This is the date that your account year ends.  The number of withdrawals available then resets after this date).

You can then check whether your earlier ISA transfer has used up one your available withdrawal days.  
It will display:
"You have x withdrawal days available until dd mmm yyyy."

6. Click on 'My Accounts or 'Cancel' to exit out of the the transfer money screen.

Thanks!

I have tried this, and for anyone else who wants to know the answer: yes, a transfer from a YBS Loyalty Six ISA to another YBS ISA counts as one of the withdrawals.