FUND MY ACCOUNT

To transfer your ISA Account from your current ISA provider to IBKR please use the button above or log in to Client Portal and follow the steps:…

Your login details are emailed once your ISA Family Account is created. If you cannot log in, please contact IBKR Client Services for assistance with recovery…

A ISA account transfer to another ISA provider must be requested at the receiving ISA provider. Please contact the ISA provider you wish to have your account transferred and ask them to contact us via email at isa-transfer@interactivebrokers.com…

General Information

This FAQ does not apply to JISAs (Junior ISA Savings Accounts).  For JISAs please refer to the JISA FAQ…

Please refer to the Transaction Status and History page of your account to track the progress of your transfer. The progress bar will guide you trough each step of your transfer with relevant notes and highlight at which stage your transfer is at this time…

What is a Junior ISA and what benefits does it offer your child?

Junior ISAs (Individual Savings Accounts), or JISAs, were introduced as a replacement for Child Trust Funds (CTFs). A Junior ISA is a tax-free savings or investment account to save or invest in for your child. There are two types of Junior ISA: a Junior cash ISA that pays interest, and a Junior stocks and shares ISA that lets you invest in “qualifying instruments” such as stocks and shares, funds, etc. The interest on cash accumulates on a tax-free basis, as does income and capital gains made on investments…

Login details are issued once your ISA Family Account has been created. Please allow up to 5 working days for the credentials to arrive. If you have not received them after this period, please contact IBKR Client Services.…

UPDATE COST BASIS FOR TRANSFERRED SECURITIES

The cost basis information associated with ISA transferred positions (e.g., acquisition date and price) will not be automatically provided from the delivering institution during your ISA Account Transfer. Client will have to update the cost basis in Client Portal if required. Please reach out to the delivering institution in case confirmation of cost basis for the transferred positions is required. If the cost basis is not updated, then positions will be assigned with default cost basis values where the acquisition date is set to the date of transfer and the cost to the closing price of the security on the date of transfer…

Key Success Tips

Ensure all information matches exactly between your IBKR account and your current ISA provider. Pay particular attention to your account number format - enter it precisely as shown on your account statements. Always check with your existing ISA provider about their specific transfer requirements and complete any necessary steps on their end promptly…

Each account must be linked and approved individually. If you only see one, it may be that others have not been linked or approved yet. Check for pending link requests, or submit new ones as needed…

ISA transfer can reject due to:

• Mismatch in account format entered.
• Mismatch in account information on record (Name, Address (postal code), Date of Birth and NINO)…

If you tried to link your ISA to the ISA Family Account but received an error, then some common reasons include:

• Attempting to link the wrong account type (ISA vs GIA).
• Entering an invalid account number…

You can request an ISA Family Account once your Standard (GIA) Family Account is set up. You can request an ISA Family Account via phone, webchat or ticket. Once created, you will receive separate login credentials for ISA administration. This account is required to manage ISAs in line with UK regulatory rules…

ISA providers may reject transfer requests if the Name, Address (postal code), Date of Birth and NINO number on records are not identically. Please ensure you update your account information in case of any mismatch to avoid rejections…

You can only open an IBUKL ISA account if you are a full tax resident of the United Kingdom with a National Insurance Number…