How do I transfer my child’s Junior ISA (JISA) or Child Trust Fund to NuWealth?

Transferring to a NuWealth JISA is completely free. However, please check if your current provider charges fees.

If you already have a NuWealth account:

Open the NuWealth app and tap the name of your existing account in the top left of the home screen. Tap ‘Create new account’ and then choose ‘Junior Individual Savings Account (JISA)’ from the account selection carousel to begin creating the account. You will need to select ‘Yes’ when asked if you would like to transfer an existing JISA or Child Trust Fund, specify which, and then tap ‘Continue.’ Complete the details for your child, and then complete the transfer form which has been emailed to the email address you entered when you registered. Return your completed form to support@nuwealthapp.com to process the transfer of your existing JISA to a NuWealth JISA, and we will email you once the transfer is complete.

If you don’t currently hold an account with NuWealth:

To transfer your current JISA or Child Trust Fund to a NuWealth Stocks & Shares JISA, please download the NuWealth app, available on the Play Store or the App Store. Once you’ve installed the app, enter your registration details, and then after you have successfully registered you will be presented with the account selection screen. Simply choose 'Junior Individual Savings Account (JISA)' from the account selection carousel to begin creating the account. You will need to select ‘Yes’ when asked if you would like to transfer an existing JISA or Child Trust Fund, specify which, and then tap ‘Continue.’ Complete the details for your child, and then complete the transfer form which has been emailed to the email address you entered when you registered, and we will email you once the transfer is complete.

Still have questions?

Contact support@wombatinvest.com and our dedicated Customer Support team will be more than happy to help.