Looking to transfer your ISA? Moneyfarm makes it simple.

Transferring to a Moneyfarm Stocks & Shares ISA could help give you the peace of mind you need when you're investing. It's simple and hassle-free.

With investing, your capital is at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Make sure to check with you current provider, as they may charge exit fees.

Moneyfarm image
Moneyfarm image

Looking to transfer your ISA? Moneyfarm makes it simple.

Transferring to a Moneyfarm Stocks & Shares ISA could help give you the peace of mind you need when you're investing. It's simple and hassle-free.

With investing, your capital is at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Make sure to check with you current provider, as they may charge exit fees.

Moneyfarm image

Transfer your ISA for a cashback boost.

We offer a hassle-free transfer service, making tracking and planning your retirement easier than ever. You could even save money on fees.

ISA transfer

Open a Moneyfarm ISA portfolio by 11 April 2024 to be eligible for cashback. Deposit or start your transfer by 30 April 2024 to claim your cashback.

Why transfer to Moneyfarm?

  • We won’t charge you a thing to transfer in or away from us.
  • Chooose an expertly managed, ready-made portfolio with globally diversified investments, or you build your own Share Investing portfolio and select the investments that align with your personal strategy.
  • Our team of dedicated consultants, is on hand to help and support you throughout your investing journey, at no extra cost.

How much cashback could you get?

Eligibility:

  • New clients or customers with unfunded accounts.
  • You must open a managed ISA, JISA, GIA or pension account by April 11.
  • You must deposit the minimum qualifying amount to receive cashback based on your tier.
  • The deposit must remain invested from April 30, 2024, to April 30, 2026.

More details

Investment/Transfer ValueYour Cashback
£5,000 - £9,999£50
£10,000 - £19,999£100
£20,000 - £49,000£350
£50,000+£750

A Stocks and Shares ISA to suit you.

A Stocks and Shares ISA to suit you.

Choose a managed ISA if you want our experts to manage your portfolio for you or choose a Share Investing ISA if you want to pick your own investments.

Choose a managed ISA if you want our experts to manage your portfolio for you or choose a Share Investing ISA if you want to pick your own investments.

Managed ISA

  • Matched to you
    Get matched with an expertly built, fully managed, ready-to-go portfolio. Or for a simpler, low-cost approach, choose a
    fixed allocation portfolio.
  • Enhanced strategies
    Level up your Moneyfarm experience with different investing strategies – ESG, Thematic Investing, or Liquidity+, our smart, short-term investment solution. 
  • Experts at your side
    Our dedicated consultants are available at your disposal, ensuring you achieve your investment goals with confidence.
  • Transparent pricing
    Enjoy simple, clear and transparent fees. Set up your portfolio
    for free. Learn more
Open a managed ISAOpen a managed ISA

Share Investing ISA

  • Direct market access
    The choice is yours to invest in a vast array of individual UK stocks, ETFs, and UK mutual funds.
  • Long-term investment approach
    A service designed for long-term goals. Benefit from the support of our cutting-edge technology and expert guidance from
    our team of dedicated consultants.
  • Personalised investment experience
    Align your portfolio with your values and financial goals, one investment at a time. All with a comprehensive view of your investments for effective decision-making.
  • Free to open an account
    With an ISA, a yearly custody fee of just 0.35% applies. Learn more
Open a Share Investing ISAOpen a Share Investing ISA

Capital at risk

Capital at risk

Getting started is easy.

Getting started is easy.

Moneyfarm image

Answer a few simple questions

Moneyfarm image

Discover your perfect portfolio

Moneyfarm image

Invest according to your goals

Get started

Capital at risk

Moneyfarm image

Answer a few simple questions

Moneyfarm image

Discover your perfect portfolio

Moneyfarm image

Invest according to your goals

Frequently asked questions.

What is flexi-ISA?
What’s the difference between a Cash ISA and a Stocks & Shares ISA?
What is a Stocks & Shares ISA?
What is your annual ISA allowance?
What are the tax benefits of a Stocks & Shares ISA?
Why is a Stocks & Shares ISA important?
What are the requisites to open a Stocks & Shares ISA?
Should I choose a SIPP or an ISA for retirement?
Can I withdraw from my Stocks & Shares ISA?
Do you offer a Junior ISA?
Do you offer a help-to-buy or lifetime ISA?
Do you offer a Cash ISA?