I have money in my Fund and Share Account; can I use this to apply for a Stocks and Shares ISA?
You can transfer money from your Fund and Share Account and use this to apply for a Stocks and Shares ISA one of three ways:
- Online: If you already have a Stocks and Shares ISA open from a previous tax year, you can transfer money from your Fund and Share Account to your ISA by selecting the 'Cash' tab within the Fund and Share Account. From there, select 'Transfer Money' in the quick links box on the right of the screen. If you don’t currently have a Stocks and Shares ISA, you will need to give this instruction by phone, or by post.
- Telephone: Please call us to move money from your Fund and Share Account to your Stocks and Shares ISA.
- Post: Please complete an ISA application form and return it with a signed letter confirming your instructions.
Please understand the risks and Terms and Conditions (including Tariff of Charges) of your investment. The specific risks of any funds are detailed in the Key Features. If you are unsure of the suitability of an investment for your circumstances seek personal advice.