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Help with Hargreaves Lansdowne cash ISA transfer

proudgecko
proudgecko Posts: 50
Second Anniversary 10 Posts Name Dropper
Forumite
edited 24 June at 1:51PM in ISAs & tax-free savings

I have a cash ISA with HL in Hargreaves Lansdown (powered by Shawbrook)

I want to transfer out of HL completely to UTBank but I can’t see how as HL dont provide sort code and account number

Can any one advise how I do it ?

Comments

  • Snot
    Snot Posts: 113
    Part of the Furniture 10 Posts Name Dropper
    Forumite

    For my last transfer out from HL, I just quoted my HL Client number.

  • proudgecko
    proudgecko Posts: 50
    Second Anniversary 10 Posts Name Dropper
    Forumite

    thanks

    I gave the details over the phone to UTB as their online form wouldnt let me skip the account/sort fields or out zeros in

    hopefully the transfer will go ahead smoothly

  • masonic
    masonic Posts: 30,830
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    Forumite
    edited 26 June at 10:59AM

    I'm sure HL deal with this sort of thing every day. They'll have enough information in the transfer request to be able to match against your records and identify the ISA. The main hurdle is getting the receiving provider to accept the information you give it, but it seems you've done that now.

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