Your ISA transfer options
Before you transfer an ISA to us
- Check with your existing provider that your ISA can be transferred.
- Have the name of your existing provider ready, as well as the ISA account number and sort code, or roll number (if applicable).
- Find out your ISA’s maturity date (if you have one and it hasn’t already matured).
- Check the amount you’ve paid into your ISA this tax year to make sure you're within your annual limit. You’ll need to transfer that amount.
- Transfers can take up to 15 working days for cash ISAs and 30 calendar days for stocks and shares ISAs.
- For transfers from stocks and shares ISAs the full balance must be transferred. For transfers from cash ISAs the full balance saved in this tax year must be transferred, but you can choose to transfer all or part of the savings from previous tax years.
Transfer my ISA to Leeds Building Society from another ISA provider
Transfer from a non-Leeds Building Society account to my Leeds Building Society cash ISA
You’ll firstly need to check your ISA's terms and conditions to check if it still accepts funds. If you’re still not sure, just get in touch with us.
Transfer to my Leeds Building Society cash ISA from another account held with Leeds Building Society
Withdrawals/transfers to non-ISA accounts
If you withdraw money from a Leeds Building Society cash ISA account, the money you withdraw will lose its tax-free status. You'll also lose that part of your ISA allowance.
Transfer my Leeds Building Society cash ISA to another Leeds Building Society cash ISA product
Transfer my Leeds Building Society cash ISA to another ISA provider
You'll need to contact your new provider to start the transfer. We'll then transfer the funds within five working days of receiving their transfer request.