Why was my inbound ISA transfer rejected?

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).
  • Your ISA provider requires additional information or documents from you.
  • Some ISA provider may require you to send documents via post to complete.
  • Change in valuations or clearing related reasons for rejections.

Please ensure that all information on record match with those at your current ISA provider. The account number has to be entered in the exact format seen on your account statements. We advise you to always check with your existing ISA provider for their transfer procedure and documents they may require from you to proceed.

Additional Information

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How do I transfer an ISA out to another ISA provider?
Which account information has to match to transfer from/to another ISA provider?
Which account format do I have to use for my ISA transfer to avoid rejections of my transfer?
I am not a resident of the UK anymore. Can I transfer my ISA from another ISA manager into IBKR?