ISA providers have 15 working days to transfer Cash ISAs and 26 working days to transfer Stocks and Shares ISAs.
Transfer your ISA to Yorkshire Building Society
If you don't already have an ISA with us, you'll need to open an account first. If you’re opening your account online, existing customers can arrange the ISA transfer as part of the application process. If you're new to YBS, once you've received your customer number, you can log in to arrange the transfer.
If you’re opening your account in a branch or by post, please complete one of the transfer request forms below and include this with your application.
Please check the terms and conditions of the ISA you’re transferring to and from, in case there are any withdrawal restrictions or charges.
If you already have a YBS ISA and manage your account online, you can login to your account to request an ISA transfer.
If you manage your account via one of our branches or by phone, or if your current provider doesn’t allow online transfers, please download one of the transfer forms below.
Transfer my Cash ISA from another provider to an existing Yorkshire Building Society Cash ISA