How do I transfer my ISA to NuWealth?

To transfer your current ISA to a NuWealth Stocks & Shares ISA, please email support@nuwealthapp.com and request an ISA transfer form. Transferring to a NuWealth ISA is free. However, please check if your current provider charges fees. 

You can transfer your savings to a different type of ISA or to the same type of ISA at any time. To switch providers, contact the ISA provider you want to move to and fill out an ISA transfer form to move your account. 

If you want to transfer money you’ve invested in an ISA during the current year, you must transfer all of it. For money you invested in previous years, you can choose to transfer all or part of your savings. You must use the online transfer process to transfer an ISA because you may lose tax benefits if you try to transfer the money yourself.

Still have questions?

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