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We make it easy to transfer your ISA to us

Move your ISA to Ulster Bank

The end of tax year is coming up

If you wish to make full use of your tax free allowance, you’ll need to fund your ISA before 5th April 2025.

Transferring your ISA

If you have an ISA with another provider, you can make it easier to manage your cash ISAs by transferring them to Ulster Bank. To help you do this, we have a transfer process that safeguards your tax-free entitlement. Tax-free interest means that interest payable is exempt from UK income tax.

How to transfer to a cash ISA

Got an ISA with another bank or building society that you want to move to a cash ISA with Ulster? You can make the switch in a few quick steps. Here’s how:

  • To transfer an ISA to us, you need have a Cash ISA open with us first. If you haven’t got a Cash ISA with us, you can open an account via the mobile app or anytime banking. Visit our Cash ISA page for more information.
  • You can transfer an ISA from another provider to us via the mobile app or anytime banking. To transfer an ISA via the mobile app, select the ISA you want to transfer into within the mobile app. Select the option to “Move ISA from elsewhere” which will direct you to our form.
  • To transfer an ISA via anytime banking, select the ISA you want to transfer into within anytime banking. Click on view account details. You'll then see the option to “Transfer in savings from another ISA to us”. Select the option to “Find out more” which will direct you to a link to access our form.
  • Don’t have the app? Simply scan the QR code to download the app and get started. Just make sure you’ve set up anytime banking as you’ll need this to access the mobile app.
  • If you need support with how to request the transfer via the app or anytime banking, you can chat to our digital assistant Cora who can provide more information.
  •  You'll need to check you've got the most up to date version of the app to access the form.

Download the Ulster Bank app

  1. On your mobile or tablet, open the camera and point your device at the QR code.
  2. A link will pop up, tap this, and you’ll be taken straight to download the app.

 

QR code not working? 

Don’t worry, you can still download the app by following these instructions:

  1. On your mobile or tablet, go to the App Store if using Apple or Google Play if using Android.
  2. Search for 'Ulster Bank NI Mobile Banking'.
  3. Tap to download the app.

Get the app

Experience the quickest way to manage your money.

Get the app

Experience the quickest way to manage your money.

ISA transfer FAQs

Want to find out more?

If you're ready to take the next steps, you'll find all the information you need on our Cash ISA page.