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ISA transfer FAQs

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To use the mynestegg service you must be aged between 18 and 75, be a UK Resident for tax purposes and have access to your email address and NI number.

The ISA allowance deadline ends soon!

Invest up to £20,000 this tax year

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Transfer your ISAs today

  1. Use our ISA calculator

  2. Choose a risk profile

  3. Tell us your existing ISA providers

  4. Create your mynestegg account

Transfer ISA

Why choose mynestegg?

mynestegg are disrupting the financial services industry by educating the UK public on how they can plan for their retirement. 

  • Free pension and ISA calculators
  • Globally recognised investment managers
  • Low fees so you can keep more of your returns
  • No entry or exit fees
  • 24/7 monitoring of your account on an ongoing basis at your fingertips

Create an ISA

Take control of your future and open a new ISA today.
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ISA transfer FAQs

How long does it take to transfer?
The majority of ISA transfers at mynestegg are completed using Altus and Origo. This means that we don't require paper based forms and can use technology to connect directly with your existing ISA provider. These transfers take on average 15 calendar days but this can vary between providers. Some ISA providers are not on Origo and Altus and therefore require a digital signature on a transfer form which we will email to you once you have completed the sign up journey. These transfers typically take up to 30 calendar days but again vary depending on the provider.
How do I get started?

To complete the ISA transfer process, you need to go through the following steps:

  • Complete the ISA calculator
  • Tell us the names of your existing ISA providers
  • Create your mynestegg account by providing us with the necessary personal information
  • Sign any digital transfer forms if needed

We will then do the hard work in the background to transfer your existing ISAs to mynestegg. You can track the progress of your transfers at all times through your mynestegg portal and/or mobile app.

What are the fees?

mynestegg have a very competitive and simple charging structure. As a client you will pay the following:

Annual Account Fee: 0.45% 
Annual Fund Fee: 0.12% - 0.23% (depending on your risk level)
Total Annual Fee: 0.57% - 0.68%

We don't charge any initial or exit fees.

How do I create an account?

To create an ISA account and transfer existing ISAs, you need to have the following information to hand:

  • Existing ISA provider name(s) 
  • Existing ISA policy number(s)
  • Your National Insurance number

We will also ask you for some personal information such as home address and date of birth.

Why should I transfer?

There are many potential benefits of transferring your existing ISAs to mynestegg. These include the following:

  • We have one of the most competitive charging structures in the industry so you can keep more of your returns
  • We invest your money with the biggest asset managers in the world using a passive investment strategy
  • If you are moving from a Cash ISA into a Stocks & Shares ISA you could potentially get higher returns over the longer term
  • You can track your account at any time through the mynestegg app 
  • You can reduce your paperwork and increase the ease of managing your ISAs if you have everything in one place

Capital is at risk with all investments.