ISA Transfer

James Beston's Avatar

James Beston

15 Apr, 2021 02:50 PM

How best to transfer a shares ISA from one provider to another?
I suppose the easiest way is to simply rename the provider in Moneydance
Otherwise notionally sell the stock and repurchase it using the new provider.

Is there another way?

Thanks, Jim

  1. 1 Posted by dwg on 15 Apr, 2021 09:03 PM

    dwg's Avatar

    I'm a fellow user.

    I believe with the current capabilities that Moneydance provides that the two methods you have outlined are your choices.

    There have been requests made to implement a transfer capability between accounts but this has not been implemented to date.

  2. 2 Posted by Jim Beston on 15 Apr, 2021 09:26 PM

    Jim Beston's Avatar

    Thanks, dwg 

    ⁣Get TypeApp for Android ​

  3. Maddy closed this discussion on 16 Apr, 2021 09:31 AM.

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