Wealthify ISA account number for transferring

Anybody know where you find this out?  I can't find it in the app for the life of me.  I tried transferring this ISA with the only number I can see which is in the format "Reference ISA-123456 " but apparently that's not it, as the transfer failed.


  • I transferred my Wealthify S&S ISA to Santander using a similar reference number, i.e. ISA-456789 and it went through no problem.

    There is a separate Customer Reference Number* shown on my Quarterly Account Statements, produced by Wealthify, in the format BNT-123456. Could you try that?
    * Wealthify also use the same number but refer to it as a Client Reference on the Cost and Charges Statements.

  • Bojax
    Bojax Posts: 22
    First Anniversary First Post
    Yes, I'll have to try with the customer reference number instead.  It's very strange that it worked for you and not me.
  • Kim_13
    Kim_13 Posts: 2,226
    Name Dropper First Anniversary First Post Photogenic
    The ISA-XXXXXX number also worked for me. I did receive a letter saying it had failed, but it went through anyway.
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