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How Do I Transfer An Existing ISA to Plum?
How Do I Transfer An Existing ISA to Plum?
Yoan Jedrowiak avatar
Written by Yoan Jedrowiak
Updated over a week ago

You can transfer your existing ISA (Individual Savings Account) into an ISA with us.

First, you will need to fill out a transfer form - you can get it by contacting our customer support team, either by tapping 'help' in the app or by emailing
(help@withplum.com).

Once you complete the form, please pass it back to our agent so that we can then work with your current ISA provider to move the money into your Plum ISA account.

Please note that the transfer must be done in the form of a cash payment by your current provider.

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