Want to move your ISA to NatWest?

How to transfer your ISA

What is an ISA transfer?

When you move your savings from one ISA account to another, it's called an ISA transfer. That might mean moving an ISA from one bank or building society to a different one, or just moving your savings from one kind of ISA to another one - say moving savings from a cash ISA to a stocks and shares ISA.

If you want to transfer an ISA, it's really important to go through a proper ISA transfer process. That way, you won't lose out on any of the tax benefits of your ISA account.

How to transfer to a cash ISA

Got an ISA with another bank or building society that you want to move to a cash ISA with NatWest? Here's what you need to know. 

I've already got a cash ISA with NatWest

If you've already got a cash ISA with Natwest, or you've just opened a new one, you can start the transfer process by filling out the online ISA Transfer Request form. 

If your current ISA provider isn't listed on the online ISA Transfer Request form you can print this paper ISA Transfer Request form (PDF, 94KB), fill in the details and post it to: ISA Transfer Team, Everyday Banking, PO Box 5612, Manchester, M61 0WN.

If you want to transfer a stocks and shares ISA to a cash ISA, you'll need to complete this paper ISA transfer form (PDF, 111KB)

I haven't got a cash ISA with NatWest yet

If you're new to NatWest, you'll need to open a cash ISA account before you can transfer any funds into it. 

Not got one yet? You can find out more about how to open one on our cash ISA page.

How to transfer a cash ISA to a stocks and shares ISA

You'll find all you need to know about how to transfer your ISA savings into a stocks and shares ISA on our NatWest Invest pages.

Want to know more about ISA transfers?

There's more information under the cash ISA section of our Manage your Savings page.

Something else we can help you with?