3 Steps to Transfer In | ISAs

3 Steps to transfer your ISA

Step 1 – Check if your account allows ISA transfers

Before you request a transfer, please make sure you check the terms and conditions of your existing and new ISA (to check for any restrictions or charges which may impact the transfer).

Step 2 – Decide what kind of transfer you want

How do I transfer my savings into a Coventry ISA from another provider?

If you want to transfer your ISA savings from another provider into Coventry, you can easily do a full or partial transfer through our Online Services.

Alternatively, you can call us or pop into a branch and ask for an ‘ISA transfer’.

How do I transfer my savings from one Coventry ISA to another Coventry ISA?

If you want to do a full transfer within Coventry and have already opened the new ISA, you can use our Online Services to complete the transfer, call us on 0800 121 8899 or pop into a branch.

If you want to transfer your ISA savings within Coventry partially or have not opened the new ISA yet, just call us on 0800 121 8899 or pop into a branch to open the account and ask for an ‘ISA transfer’.