Transferring an existing ISA to Aldermore.
If you hold an ISA with another provider, you can transfer some or all of your balance to your Aldermore Cash ISA as part of your application.
If you have an existing Aldermore Notice Cash ISA, you can transfer in money held with another ISA provider at any time by printing either a Cash ISA or Stocks and Shares ISA Transfer Form for each ISA that you’d like to transfer, completing it and sending it back to us.
If you have an existing Aldermore Fixed Rate Cash ISA, you can’t make additional deposits to this account, but you can open a new Fixed Rate Cash ISA for each ISA you’d like to transfer.
If you have an existing Aldermore Help to Buy: ISA, you can transfer in money from an existing Cash ISA or Stocks and Shares ISA with another provider, but this will be subject to the maximum subscription of £200 per calendar month.
Transferring an Aldermore ISA to another provider.
If you want to transfer your Aldermore ISA to another provider, please ask the provider to either send us the ISA Transfer Request Form or send us their instructions electronically. You’ll need to give your new provider your Aldermore ISA account number as the roll/reference number. A sort code shouldn’t be required.