How to transfer from a Cash ISA to a Stocks and Shares ISA

1. Log in via the website and select your Cash ISA.
2. Select the ‘Move Money’ tab.
3. Select the option ‘Move money out of your Cash ISA’.
4. Select which Easy Access product you wish to move from.
5. Press ‘Continue’.
6. Enter the amount (this can be the full amount or a partial amount).
7. Press ‘Continue’ and then ‘Confirm’.

Please note that the exact requested value will be transferred, should residual interest be paid into the easy access product, this will need to be transferred online.

1. Go to the transfer page.
2. Select ‘Cash ISA’ as the account to transfer from.
3. Select ‘Stocks and Shares ISA’ as the account to transfer into, then select ‘Next’.
4. Select 'Yes’ to being a client then select ‘Next’.
5. Read the important information, Key Features and Terms and Conditions, then if you’re happy, select ‘Continue’.
6. Enter your login details and select ‘Continue’.
7. Select ‘Hargreaves Lansdown Savings Ltd’ as the provider.
8. Enter the amount you’d like to transfer. If you transfer from a fixed rate product before its end date, the banking provider may charge you.
9. Enter the reference number of your HL Cash ISA – this is your HL client number. You do not need to enter a sort code.
10. Select whether to choose investments now or choose investments later, then select ‘Confirm’.
11. Check the transfer details are correct then select ‘Continue’ to confirm.
12. Read the confirmation and select ‘Finish’.