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’.

Step 3 – We’ll take care of the rest

Once you've asked us to transfer your ISA to Coventry, our team will get in touch with your current ISA provider and arrange the transfer for you.

ISA transfer timeframes

Learn about the timelines for transferring into (or within) CBS.
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Want help?
Our help section is bursting with useful information. If you'd rather chat, just give us a call.

 

Call us on

0800 121 8899

Call us