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Transfer your NISAs

Transfer to Vantage

Take advantage of the best discounts, best service and best prices

Bring all your NISAs into one account with the Vantage Stocks & Shares NISA. It gives you the opportunity to reduce your paperwork, save money and make your savings and investments far easier to manage. You're in control and make your own investment decisions.

Transfer your Stocks & Shares NISAs

Transfer your existing Stocks & Shares NISAs

Our Vantage Stocks & Shares NISA enables you to manage all your ISAs/NISAs together in one account - saving you time and money, and will make them easier to manage.

Benefits of transferring

  • Easier to manage
    See all your NISAs together in one statement and one online account. Reduce your paperwork and manage your investments how you choose, via our website, our smartphone and iPad apps, by telephone or post.
  • Huge range of investments
    Choose from thousands of funds, UK, European and North American listed shares, investment trusts, bonds, gilts, ETFs and more.
  • Your gateway to the lowest cost funds
    Access to super low-cost funds where we have negotiated lower annual management charges for our clients.
  • Low cost dealing
    No dealing commission charged when you buy and sell funds online, over the phone or by post, plus buy and sell shares from £5.95 and never pay more than £11.95 per deal online.
  • Award-winning service
    We win numerous awards for our exceptional service - 15 last year alone. We were recently named as the only recommended provider for fund supermarkets by Which?.
  • Revitalise poorly performing investments
    If you hold investments which aren't performing, why not consider transferring them to Vantage and selecting a new investment with more potential? We offer a variety of different tools to assist you when choosing your investments, from our Wealth 150 to our master portfolios and latest investment ideas.
  • Maximum flexibility
    Move between stock and cash when you choose
  • Easy to transfer

    Transfer your NISAs and funds from over 40 fund management groups free of charge - find out more. If your provider is not listed you can contact our Helpdesk or your existing provider to check transfer terms. Once you have read our Terms & Conditions and Key Features simply complete our Stocks & Shares NISA transfer form and leave the rest to us.

    The annual charge to hold funds in the Vantage Stocks & Shares NISA is tiered within bands: 0.45% per annum on the first £250,000 of funds; 0.25% for funds between £250,000 and £1m; 0.1% for funds between £1m and £2m, and no charge on the value of funds over £2m. The annual charge to hold shares, investment trusts, corporate bonds, ETFs and other investments is 0.45%, capped at £45 per annum. More about our charges.

    Transfer to the Vantage Stocks & Shares NISA

    Make more of your existing Cash ISAs

    If you're looking for a higher return from your Cash ISAs we can offer two options.

    Transfer to the Vantage Cash ISA - you can transfer existing Cash ISAs and TESSA only ISAs to the Cash ISA to benefit from a solid rate of interest

    Find out more about the Vantage Cash ISA

    Transfer to the Vantage Stocks & Shares NISA - If you're happy to take more risk in search of higher returns you could consider transferring your Cash ISA to the Vantage Stocks & Shares NISA. You could then choose to select income-producing investments such as equity income or corporate bond funds, a number of which currently offer a variable yield between 4% and 6% depending on the risk profile of the fund.

    Alternatively, you can choose from over 2,500 other funds, shares, investment trusts, bonds, gilts and ETFs in the Vantage Stocks & Shares NISA.

    We offer a variety of different tools to assist you when choosing your investments from our Wealth 150 to our master portfolios and latest investment ideas

    It's important to remember Cash ISAs and Stocks & Shares NISAs are different.

    Stocks & Shares NISAs offer the potential for a significantly higher return for investors who are happy to forego the capital security of cash. You have immediate access to your cash in most Cash ISAs and it is guaranteed (up to £85,000). The value of investments and the income paid will fall as well as rise in a Stocks & Shares NISA so you could get back less than you invest.

    If you're aware of all the risks and wish to transfer a Cash ISA to a Stocks & Shares NISA simply complete our Stocks & Shares NISA transfer form and leave the rest of the transfer legwork to us.

    Transfer your Cash ISA to the Stocks & Shares NISA

Important information

Please remember, the value of tax savings will depend on your circumstances and tax rules can change over time. Investments can go down in value as well as up, so you might get back less than you invest.

Have a question?

If you're confused about NISAs, or have a question not covered in this section, call our friendly Helpdesk.


0117 900 9000

  • Mon - Thu:
  •  8am - 7pm
  • Fri:
  •  8am - 6pm
  • Sat:
  •  9:30am - 12:30pm

Alternatively, view our NISA FAQs.


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