Transfer ISA into Plum
Updated over a week ago

In case you want to transfer your Stocks & Shares ISA account into Plum, please check the following steps:

  1. Download the transfer form: Plum - ISA Transfer In.pdf

  2. Fill out the form carefully and send it back to help@withplum.com.

  3. Our operations team will take it from there and will initiate the transfer process on your behalf.

The transfer will be done in cash. This means that your investments will be sold from your current provider and will be reinvested when the money arrives at Plum. This is happening because each company supports different investment products.

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