How to transfer from a Cash ISA to a Stocks and Shares ISA

You can transfer money from your HL Cash ISA to your HL Stocks and Shares ISA. This will keep your money’s tax-free status and will not count towards your yearly ISA allowance.

On this page

Before you start

To transfer, you’ll need to have an open HL Stocks and Shares ISA.

How to transfer on the website

  1. Go to the transfer page.
  2. Select ‘Cash ISA’ as the account to transfer from.
  3. Select ‘Stocks and Shares ISA’ as the account to transfer into, then select ‘Next’.
  4. Select 'Yes’ to being a client then select ‘Next’.
  5. Read the important information, Key Features and Terms and Conditions, then if you’re happy, select ‘Continue’.
  6. Enter your login details and select ‘Continue’.
  7. Select ‘Hargreaves Lansdown Savings Ltd’ as the provider.
  8. Enter the amount you’d like to transfer. If you transfer from a fixed rate product before its end date, the banking provider may charge you.
  9. Enter the reference number of your HL Cash ISA – this is your HL client number. You do not need to enter a sort code.
  10. Select whether to choose investments now or choose investments later, then select ‘Confirm’.
  11. Check the transfer details are correct then select ‘Continue’ to confirm.
  12. Read the confirmation and select ‘Finish’.
Start transfer

What happens next

We’ll email you to confirm your transfer. Then we’ll keep you up to date with progress and email again when the transfer is complete.

Also in Transferring between HL accounts

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